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Avantax Advisory Services’s Charles River Laboratories CRL Stock Holding History

Avantax Advisory Services’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 		$283K Sell
1,863
-158
-8% -$21.1K ﹤0.01% 1962
2025
Q1 		$304K Buy
2,021
+312
+18% +$52.3K ﹤0.01% 1818
2024
Q4 		$315K Sell
1,709
-497
-23% -$95.7K ﹤0.01% 1750
2024
Q3 		$435K Sell
2,206
-130
-6% -$27K ﹤0.01% 1510
2024
Q2 		$483K Buy
+2,336
New +$529K ﹤0.01% 1384

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Avantax Advisory Services's CRL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Charles River Laboratories (CRL) stake by 7.8% in Q2 2025, selling an estimated $21.1K and leaving 1,863 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Avantax Advisory Services first reported a position in CRL in Q2 2024 and has held it in 5 quarters since. The position peaked at $483K in Q2 2024. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Avantax Advisory Services held 1,863 shares of Charles River Laboratories worth $283K as of Q2 2025.
  • Avantax Advisory Services sold 158 Charles River Laboratories shares in Q2 2025, an estimated $21.1K.
  • Charles River Laboratories made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1962 holding.
  • Avantax Advisory Services first reported a position in Charles River Laboratories in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Charles River Laboratories position peaked at $483K in Q2 2024.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.