Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Carter's CRI Stock Holding History

Wealth Enhancement Advisory Services’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 		$460K Buy
11,446
+841
+8% +$31.8K ﹤0.01% 2764
2026
Q1 		$381K Buy
10,605
+54
+0.5% +$1.96K ﹤0.01% 2556
2025
Q4 		$370K Buy
10,551
+1,129
+12% +$35.3K ﹤0.01% 2727
2025
Q3 		$273K Sell
9,422
-3,038
-24% -$87.2K ﹤0.01% 2877
2025
Q2 		$392K Buy
12,460
+5,322
+75% +$180K ﹤0.01% 2405
2025
Q1 		$292K Sell
7,138
-19,059
-73% -$917K ﹤0.01% 2467
2024
Q4 		$1.42M Buy
26,197
+21,129
+417% +$1.21M ﹤0.01% 1357
2024
Q3 		$329K Buy
+5,068
New +$326K ﹤0.01% 2110
2017
Q3 		– Sell
-12,558
Closed -$1.08M – 152
2017
Q2 		$1.08M Buy
+12,558
New +$1.1M 0.1% 89

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

Wealth Enhancement Advisory Services's CRI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Carter's (CRI) stake by 7.9% in Q2 2026, buying an estimated $31.8K and bringing the position to 11,446 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Wealth Enhancement Advisory Services first reported a position in CRI in Q2 2017 and has held it in 9 quarters since. The position peaked at $1.42M in Q4 2024. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,446 shares of Carter's worth $460K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 841 Carter's shares in Q2 2026, an estimated $31.8K.
  • Carter's made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2764 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carter's in Q2 2017 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Carter's position peaked at $1.42M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.