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Beverly Hills Private Wealth’s Charles River Laboratories CRL Stock Holding History

Beverly Hills Private Wealth’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
-1,505
Closed -$260K – 285
2026
Q1 		$260K Buy
+1,505
New +$279K 0.04% 292
2025
Q4 		– Sell
-1,512
Closed -$237K – 339
2025
Q3 		$237K Sell
1,512
-216
-13% -$34.3K 0.04% 301
2025
Q2 		$262K Sell
1,728
-185
-10% -$24.7K 0.05% 289
2025
Q1 		$288K Buy
1,913
+59
+3% +$9.89K 0.06% 278
2024
Q4 		$342K Sell
1,854
-181
-9% -$34.9K 0.07% 231
2024
Q3 		$401K Sell
2,035
-332
-14% -$69K 0.08% 217
2024
Q2 		$489K Sell
2,367
-26
-1% -$5.89K 0.11% 190
2024
Q1 		$648K Buy
2,393
+202
+9% +$48.2K 0.15% 154
2023
Q4 		$518K Sell
2,191
-417
-16% -$82K 0.14% 161
2023
Q3 		$511K Sell
2,608
-2,276
-47% -$467K 0.15% 143
2023
Q2 		$1.01M Buy
4,884
+2,885
+144% +$574K 0.17% 136
2023
Q1 		$403K Buy
1,999
+331
+20% +$75K 0.13% 182
2022
Q4 		$363K Buy
+1,668
New +$364K 0.16% 142

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

Beverly Hills Private Wealth's CRL Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Charles River Laboratories (CRL) in Q2 2026, closing a stake of 1,505 shares — an estimated $260K sold.

Beverly Hills Private Wealth first reported a position in CRL in Q4 2022 and held it in 13 quarters. The position peaked at $1.01M in Q2 2023. 568 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Charles River Laboratories position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,505 Charles River Laboratories shares in Q2 2026, an estimated $260K.
  • Beverly Hills Private Wealth first reported a position in Charles River Laboratories in Q4 2022 and held it in 13 quarters.
  • Beverly Hills Private Wealth's Charles River Laboratories position peaked at $1.01M in Q2 2023.
  • 568 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.