RWS
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Retirement Wealth Solutions’s Carter's CRI Stock Holding History

Retirement Wealth Solutions’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 		$206 Hold
5
– – ﹤0.01% 774
2026
Q1 		$179 Sell
5
-18
-78% -$655 ﹤0.01% 784
2025
Q4 		$746 Buy
23
+3
+15% +$94 ﹤0.01% 629
2025
Q3 		$565 Buy
+20
New +$574 ﹤0.01% 681

Other funds holding CRI

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Wealth Solutions's CRI Position: Q2 2026 in Review

Retirement Wealth Solutions held its Carter's (CRI) position steady in Q2 2026 at 5 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Retirement Wealth Solutions first reported a position in CRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $746 in Q4 2025. 24 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Retirement Wealth Solutions held 5 shares of Carter's worth $206 as of Q2 2026.
  • Retirement Wealth Solutions left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #774 holding.
  • Retirement Wealth Solutions first reported a position in Carter's in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Carter's position peaked at $746 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.