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Advisor OS’s Charles River Laboratories CRL Stock Holding History

Advisor OS’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,006
Closed -$302K – 462
2025
Q1 		$302K Sell
2,006
-879
-30% -$147K 0.03% 322
2024
Q4 		$533K Sell
2,885
-11,250
-80% -$2.17M 0.06% 216
2024
Q3 		$2.78M Sell
14,135
-2,429
-15% -$505K 0.28% 62
2024
Q2 		$3.42M Buy
16,564
+2,207
+15% +$500K 0.37% 44
2024
Q1 		$3.89M Sell
14,357
-2
-0% -$478 0.45% 37
2023
Q4 		$3.39M Sell
14,359
-179
-1% -$35.2K 0.44% 36
2023
Q3 		$2.85M Buy
14,538
+5,794
+66% +$1.19M 0.43% 41
2023
Q2 		$1.84M Buy
8,744
+4,392
+101% +$874K 0.3% 64
2023
Q1 		$878K Buy
4,352
+186
+4% +$42.2K 0.21% 118
2022
Q4 		$908K Buy
4,166
+931
+29% +$203K 0.24% 96
2022
Q3 		$637K Sell
3,235
-609
-16% -$131K 0.19% 110
2022
Q2 		$822K Buy
3,844
+298
+8% +$72.8K 0.24% 97
2022
Q1 		$1M Buy
3,546
+389
+12% +$120K 0.29% 81
2021
Q4 		$1.19M Buy
3,157
+347
+12% +$135K 0.24% 94
2021
Q3 		$1.16M Buy
2,810
+400
+17% +$166K 0.25% 90
2021
Q2 		$890K Buy
2,410
+1,003
+71% +$335K 0.18% 98
2021
Q1 		$408K Buy
1,407
+578
+70% +$161K 0.09% 132
2020
Q4 		$207K Buy
+829
New +$197K 0.06% 131

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Advisor OS's CRL Position: Q2 2025 in Review

Advisor OS sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 2,006 shares — an estimated $302K sold.

Advisor OS first reported a position in CRL in Q4 2020 and held it in 18 quarters. The position peaked at $3.89M in Q1 2024. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Advisor OS reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Advisor OS sold 2,006 Charles River Laboratories shares in Q2 2025, an estimated $302K.
  • Advisor OS first reported a position in Charles River Laboratories in Q4 2020 and held it in 18 quarters.
  • Advisor OS's Charles River Laboratories position peaked at $3.89M in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.