Lodestone Wealth Management’s Carter's CRI Stock Holding History

Lodestone Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$462	Hold	11	–	–	﹤0.01%	753
2026 Q1	$398	Hold	11	–	–	﹤0.01%	753
2025 Q4	$359	Buy	+11	New	+$343	﹤0.01%	771

Other funds holding CRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lodestone Wealth Management's CRI Position: Q2 2026 in Review

Lodestone Wealth Management held its Carter's (CRI) position steady in Q2 2026 at 11 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Lodestone Wealth Management first reported a position in CRI in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Lodestone Wealth Management held 11 shares of Carter's worth $462 as of Q2 2026.
Lodestone Wealth Management left its Carter's share count unchanged in Q2 2026.
Carter's made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #753 holding.
Lodestone Wealth Management first reported a position in Carter's in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.