UBS Group
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UBS Group’s Carter's CRI Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-22,500
Closed -$1.46M – 9992
2024
Q3 		$1.46M Buy
+22,500
New +$1.45M ﹤0.01% 4291
2020
Q4 		– Sell
-24,600
Closed -$2.13M – 8434
2020
Q3 		$2.13M Buy
+24,600
New +$2.05M ﹤0.01% 2984
2017
Q3 		– Sell
-10,000
Closed -$890K – 7749
2017
Q2 		$890K Hold
10,000
– – ﹤0.01% 3718
2017
Q1 		$898K Buy
+10,000
New +$862K ﹤0.01% 3622

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 $3.37T 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

UBS Group's CRI Position: Q2 2026 in Review

UBS Group reduced its Carter's (CRI) stake by 36% in Q2 2026, selling an estimated $14.5M and leaving 686,980 shares worth $28.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

UBS Group first reported a position in CRI in Q4 2014 and has held it in 47 quarters since. The position peaked at $87.5M in Q4 2024. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • UBS Group held 686,980 shares of Carter's worth $28.3M as of Q2 2026.
  • UBS Group sold 382,856 Carter's shares in Q2 2026, an estimated $14.5M.
  • Carter's made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2321 holding.
  • UBS Group first reported a position in Carter's in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Carter's position peaked at $87.5M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.