Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s Charles River Laboratories CRL Stock Holding History

Cassaday & Co 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
Q3 		– Sell
-1
Closed -$227 – 1315
2026
Q2 		$227 Hold
1
– – ﹤0.01% 1212
2026
Q1 		$173 Buy
+1
New +$185 ﹤0.01% 1281

Other funds holding CRL

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Cassaday & Co Wealth Management's CRL Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Charles River Laboratories (CRL) in Q3 2026, closing a stake of 1 share — an estimated $227 sold.

Cassaday & Co Wealth Management first reported a position in CRL in Q1 2026 and held it in 2 quarters. The position peaked at $227 in Q2 2026. 515 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Charles River Laboratories position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1 Charles River Laboratories share in Q3 2026, an estimated $227.
  • Cassaday & Co Wealth Management first reported a position in Charles River Laboratories in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Charles River Laboratories position peaked at $227 in Q2 2026.
  • 515 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.