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Rise Advisors’s Carter's CRI Stock Holding History

Rise 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
2025
Q4 		– Sell
-2
Closed -$62 – 400
2025
Q3 		$62 Hold
2
– – ﹤0.01% 1496
2025
Q2 		$66 Hold
2
– – ﹤0.01% 1509
2025
Q1 		$88 Sell
2
-153
-99% -$7.36K ﹤0.01% 1460
2024
Q4 		$8.41K Buy
155
+2
+1% +$115 ﹤0.01% 1012
2024
Q3 		$9.94K Buy
153
+2
+1% +$128 ﹤0.01% 1009
2024
Q2 		$9.37K Buy
151
+3
+2% +$208 0.01% 1030
2024
Q1 		$12.5K Buy
+148
New +$11.7K 0.01% 973

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's CRI Position: Q4 2025 in Review

Rise Advisors sold out of Carter's (CRI) in Q4 2025, closing a stake of 2 shares — an estimated $62 sold.

Rise Advisors first reported a position in CRI in Q1 2024 and held it in 7 quarters. The position peaked at $12.5K in Q1 2024. 253 funds tracked by Wall St. Rank hold CRI as of Q4 2025.

  • Rise Advisors reported no remaining Carter's position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 Carter's shares in Q4 2025, an estimated $62.
  • Rise Advisors first reported a position in Carter's in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Carter's position peaked at $12.5K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Carter's as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.