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Wealthspire Advisors (New York)’s Carter's CRI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-81
Closed -$2.29K – 1428
2025
Q3 		$2.29K Buy
+81
New +$2.32K ﹤0.01% 2572

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s CRI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Carter's (CRI) in Q4 2025, closing a stake of 81 shares — an estimated $2.29K sold.

Wealthspire Advisors (New York) first reported a position in CRI in Q3 2025 and held it in 1 quarter. The position peaked at $2.29K in Q3 2025. 253 funds tracked by Wall St. Rank hold CRI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Carter's position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 Carter's shares in Q4 2025, an estimated $2.29K.
  • Wealthspire Advisors (New York) first reported a position in Carter's in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Carter's position peaked at $2.29K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Carter's as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.