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Spire Wealth Management’s Carter's CRI Stock Holding History

Spire Wealth Management’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 		$2.8K Hold
68
– – ﹤0.01% 1943
2026
Q1 		$2.43K Sell
68
-2
-3% -$73 ﹤0.01% 2004
2025
Q4 		$2.27K Buy
70
+13
+23% +$406 ﹤0.01% 2072
2025
Q3 		$1.61K Buy
+57
New +$1.64K ﹤0.01% 2202
2025
Q1 		– Sell
-39
Closed -$2.11K – 2490
2024
Q4 		$2.11K Buy
39
+8
+26% +$458 ﹤0.01% 2247
2024
Q3 		$2.01K Buy
+31
New +$1.99K ﹤0.01% 2001
2024
Q2 		– Sell
-10
Closed -$847 – 2238
2024
Q1 		$847 Hold
10
– – ﹤0.01% 2231
2023
Q4 		$732 Buy
+10
New +$694 ﹤0.01% 2312
2022
Q3 		– Sell
-8
Closed -$1K – 2248
2022
Q2 		$1K Buy
+8
New +$644 ﹤0.01% 2480

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

Spire Wealth Management's CRI Position: Q2 2026 in Review

Spire Wealth Management held its Carter's (CRI) position steady in Q2 2026 at 68 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Spire Wealth Management first reported a position in CRI in Q2 2022 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Spire Wealth Management held 68 shares of Carter's worth $2.8K as of Q2 2026.
  • Spire Wealth Management left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1943 holding.
  • Spire Wealth Management first reported a position in Carter's in Q2 2022 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.