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Private Wealth Management Group’s Carter's CRI Stock Holding History

Private Wealth Management Group’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 		$7.29K Hold
177
– – ﹤0.01% 687
2026
Q1 		$6.33K Sell
177
-2
-1% -$73 ﹤0.01% 678
2025
Q4 		$5.8K Hold
179
– – ﹤0.01% 716
2025
Q3 		$5.05K Buy
+179
New +$5.13K ﹤0.01% 789
2025
Q1 		– Sell
-10
Closed -$542 – 1507
2024
Q4 		$542 Buy
+10
New +$573 ﹤0.01% 1435
2024
Q3 		– Sell
-19
Closed -$1.18K – 1510
2024
Q2 		$1.18K Buy
+19
New +$1.32K ﹤0.01% 1229

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's CRI Position: Q2 2026 in Review

Private Wealth Management Group held its Carter's (CRI) position steady in Q2 2026 at 177 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Private Wealth Management Group first reported a position in CRI in Q2 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Private Wealth Management Group held 177 shares of Carter's worth $7.29K as of Q2 2026.
  • Private Wealth Management Group left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #687 holding.
  • Private Wealth Management Group first reported a position in Carter's in Q2 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.