NewEdge Advisors’s Carter's CRI Stock Holding History

NewEdge Advisors’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	$370	Hold	9	–	–	﹤0.01%	4090
2026 Q1	$322	Sell	9 -39	-81%	-$1.42K	﹤0.01%	4032
2025 Q4	$1.57K	Hold	48	–	–	﹤0.01%	3924
2025 Q3	$1.36K	Hold	48	–	–	﹤0.01%	3843
2025 Q2	$1.44K	Buy	48 +1	+2%	+$34	﹤0.01%	3675
2025 Q1	$1.94K	Sell	47 -1	-2%	-$48	﹤0.01%	3518
2024 Q4	$2.59K	Buy	48 +1	+2%	+$57	﹤0.01%	3400
2024 Q3	$3.07K	Hold	47	–	–	﹤0.01%	3304
2024 Q2	$2.9K	Sell	47 -36	-43%	-$2.5K	﹤0.01%	3257
2024 Q1	$6.99K	Sell	83 -21	-20%	-$1.67K	﹤0.01%	3022
2023 Q4	$7.81K	Buy	+104	New	+$7.22K	﹤0.01%	2957
2023 Q1	–	Sell	-226	Closed	-$16.9K	–	3558
2022 Q4	$16.9K	Buy	+226	New	+$16.2K	﹤0.01%	2177
2020 Q2	–	Sell	-4,891	Closed	-$321K	–	875
2020 Q1	$321K	Buy	+4,891	New	+$471K	0.02%	581

Other funds holding CRI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors's CRI Position: Q2 2026 in Review

NewEdge Advisors held its Carter's (CRI) position steady in Q2 2026 at 9 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #4090.

NewEdge Advisors first reported a position in CRI in Q1 2020 and has held it in 13 quarters since. The position peaked at $321K in Q1 2020. 203 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

NewEdge Advisors held 9 shares of Carter's worth $370 as of Q2 2026.
NewEdge Advisors left its Carter's share count unchanged in Q2 2026.
Carter's made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4090 holding.
NewEdge Advisors first reported a position in Carter's in Q1 2020 and has held it in 13 quarters since.
NewEdge Advisors's Carter's position peaked at $321K in Q1 2020.
203 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.