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SummitTX Capital’s Carter's CRI Stock Holding History

SummitTX Capital’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 		$1.48M Sell
35,892
-5,245
-13% -$198K 0.04% 386
2026
Q1 		$1.47M Buy
41,137
+16,687
+68% +$607K 0.05% 365
2025
Q4 		$793K Sell
24,450
-4,730
-16% -$148K 0.02% 452
2025
Q3 		$823K Buy
29,180
+16,047
+122% +$460K 0.03% 426
2025
Q2 		$396K Sell
13,133
-18,314
-58% -$621K 0.02% 557
2025
Q1 		$1.29M Buy
+31,447
New +$1.51M 0.06% 343

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

SummitTX Capital's CRI Position: Q2 2026 in Review

SummitTX Capital reduced its Carter's (CRI) stake by 13% in Q2 2026, selling an estimated $198K and leaving 35,892 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #386.

SummitTX Capital first reported a position in CRI in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • SummitTX Capital held 35,892 shares of Carter's worth $1.48M as of Q2 2026.
  • SummitTX Capital sold 5,245 Carter's shares in Q2 2026, an estimated $198K.
  • Carter's made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #386 holding.
  • SummitTX Capital first reported a position in Carter's in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.