VWM
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Valley Wealth Managers’s Carter's CRI Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-1
Closed -$23 – 335
2025
Q4 		$23 Hold
1
– – ﹤0.01% 352
2025
Q3 		$20 Hold
1
– – ﹤0.01% 301
2025
Q2 		$22 Hold
1
– – ﹤0.01% 296
2025
Q1 		$30 Hold
1
– – ﹤0.01% 366
2024
Q4 		$39 Hold
1
– – ﹤0.01% 396
2024
Q3 		$47 Hold
1
– – ﹤0.01% 399
2024
Q2 		$45 Buy
+1
New +$69 ﹤0.01% 369
2020
Q3 		– Sell
-131,142
Closed -$10.6M – 162
2020
Q2 		$10.6M Buy
131,142
+10,761
+9% +$856K 1.19% 41
2020
Q1 		$7.91M Buy
120,381
+3,787
+3% +$364K 1.03% 42
2019
Q4 		$12.7M Buy
116,594
+169
+0.1% +$17.1K 1.27% 42
2019
Q3 		$10.6M Buy
116,425
+3,820
+3% +$348K 1.13% 43
2019
Q2 		$11M Buy
112,605
+14,855
+15% +$1.45M 1.17% 40
2019
Q1 		$9.85M Buy
97,750
+3,259
+3% +$291K 1.07% 42
2018
Q4 		$7.71M Sell
94,491
-55,215
-37% -$5.02M 1.01% 42
2018
Q3 		$14.8M Sell
149,706
-14
-0% -$1.48K 1.74% 38
2018
Q2 		$16.2M Sell
149,720
-605
-0.4% -$65.1K 1.98% 27
2018
Q1 		$15.6M Buy
150,325
+2,620
+2% +$305K 1.9% 31
2017
Q4 		$17.4M Sell
147,705
-4,868
-3% -$504K 2.09% 25
2017
Q3 		$15.1M Buy
152,573
+3,105
+2% +$277K 1.89% 34
2017
Q2 		$13.3M Buy
149,468
+6,475
+5% +$570K 1.78% 37
2017
Q1 		$12.8M Buy
142,993
+11,650
+9% +$1M 1.7% 38
2016
Q4 		$11.3M Buy
131,343
+3,785
+3% +$338K 1.62% 39
2016
Q3 		$11.1M Buy
127,558
+7,510
+6% +$754K 1.63% 39
2016
Q2 		$12.8M Buy
+120,048
New +$12.4M 1.95% 31

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley Wealth Managers's CRI Position: Q1 2026 in Review

Valley Wealth Managers sold out of Carter's (CRI) in Q1 2026, closing a stake of 1 share — an estimated $23 sold.

Valley Wealth Managers first reported a position in CRI in Q2 2016 and held it in 24 quarters. The position peaked at $17.4M in Q4 2017. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Valley Wealth Managers reported no remaining Carter's position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 1 Carter's share in Q1 2026, an estimated $23.
  • Valley Wealth Managers first reported a position in Carter's in Q2 2016 and held it in 24 quarters.
  • Valley Wealth Managers's Carter's position peaked at $17.4M in Q4 2017.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.