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AE Wealth Management’s Charles River Laboratories CRL Stock Holding History

AE Wealth Management’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
2026
Q2 		– Sell
-1,261
Closed -$218K – 2695
2026
Q1 		$218K Sell
1,261
-219
-15% -$40.6K ﹤0.01% 1565
2025
Q4 		$295K Buy
+1,480
New +$268K ﹤0.01% 1318
2022
Q1 		– Sell
-611
Closed -$230K – 1696
2021
Q4 		$230K Sell
611
-10
-2% -$3.88K ﹤0.01% 1551
2021
Q3 		$256K Sell
621
-3
-0.5% -$1.25K ﹤0.01% 1425
2021
Q2 		$231K Buy
+624
New +$208K ﹤0.01% 1445

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

AE Wealth Management's CRL Position: Q2 2026 in Review

AE Wealth Management sold out of Charles River Laboratories (CRL) in Q2 2026, closing a stake of 1,261 shares — an estimated $218K sold.

AE Wealth Management first reported a position in CRL in Q2 2021 and held it in 5 quarters. The position peaked at $295K in Q4 2025. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • AE Wealth Management reported no remaining Charles River Laboratories position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,261 Charles River Laboratories shares in Q2 2026, an estimated $218K.
  • AE Wealth Management first reported a position in Charles River Laboratories in Q2 2021 and held it in 5 quarters.
  • AE Wealth Management's Charles River Laboratories position peaked at $295K in Q4 2025.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.