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Rothschild Investment LLC’s Carter's CRI Stock Holding History

Rothschild Investment LLC’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 		$6.09K Sell
148
-58
-28% -$2.19K ﹤0.01% 2175
2026
Q1 		$7.37K Buy
206
+38
+23% +$1.38K ﹤0.01% 1852
2025
Q4 		$5.45K Buy
168
+109
+185% +$3.4K ﹤0.01% 1832
2025
Q3 		$1.67K Buy
59
+34
+136% +$975 ﹤0.01% 2338
2025
Q2 		$753 Buy
+25
New +$847 ﹤0.01% 2601
2024
Q4 		– Sell
-2
Closed -$130 – 2983
2024
Q3 		$130 Buy
+2
New +$128 ﹤0.01% 2803

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rothschild Investment LLC's CRI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Carter's (CRI) stake by 28% in Q2 2026, selling an estimated $2.19K and leaving 148 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Rothschild Investment LLC first reported a position in CRI in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.37K in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Rothschild Investment LLC held 148 shares of Carter's worth $6.09K as of Q2 2026.
  • Rothschild Investment LLC sold 58 Carter's shares in Q2 2026, an estimated $2.19K.
  • Carter's made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2175 holding.
  • Rothschild Investment LLC first reported a position in Carter's in Q3 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Carter's position peaked at $7.37K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.