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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
Q2 		$227 Hold
1
– – ﹤0.01% 1212
2026
Q1 		$173 Buy
+1
New +$185 ﹤0.01% 1281

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

Cassaday & Co Wealth Management's CRL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Charles River Laboratories (CRL) position steady in Q2 2026 at 1 share worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Cassaday & Co Wealth Management first reported a position in CRL in Q1 2026 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Charles River Laboratories worth $227 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Charles River Laboratories share count unchanged in Q2 2026.
  • Charles River Laboratories made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1212 holding.
  • Cassaday & Co Wealth Management first reported a position in Charles River Laboratories in Q1 2026 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.