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True Wealth Design’s Carter's CRI Stock Holding History

True Wealth Design’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 		$13.9K Hold
337
– – ﹤0.01% 950
2026
Q1 		$12.1K Hold
337
– – ﹤0.01% 918
2025
Q4 		$10.9K Sell
337
-29
-8% -$906 ﹤0.01% 824
2025
Q3 		$10.3K Buy
366
+240
+190% +$6.88K ﹤0.01% 820
2025
Q2 		$3.8K Buy
+126
New +$4.27K ﹤0.01% 918
2025
Q1 		– Sell
-901
Closed -$48.8K – 2658
2024
Q4 		$48.8K Buy
901
+571
+173% +$32.7K 0.02% 165
2024
Q3 		$21.4K Buy
+330
New +$21.2K 0.01% 317

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

True Wealth Design's CRI Position: Q2 2026 in Review

True Wealth Design held its Carter's (CRI) position steady in Q2 2026 at 337 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

True Wealth Design first reported a position in CRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.8K in Q4 2024. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • True Wealth Design held 337 shares of Carter's worth $13.9K as of Q2 2026.
  • True Wealth Design left its Carter's share count unchanged in Q2 2026.
  • Carter's made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #950 holding.
  • True Wealth Design first reported a position in Carter's in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Carter's position peaked at $48.8K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.