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Cherry Tree Wealth Management’s Charles River Laboratories CRL Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-16
Closed -$2.5K – 603
2025
Q3 		$2.5K Hold
16
– – ﹤0.01% 510
2025
Q2 		$2.43K Hold
16
– – ﹤0.01% 525
2025
Q1 		$2.41K Hold
16
– – ﹤0.01% 613
2024
Q4 		$2.95K Hold
16
– – ﹤0.01% 514
2024
Q3 		$3.15K Hold
16
– – ﹤0.01% 511
2024
Q2 		$3.31K Hold
16
– – ﹤0.01% 485
2024
Q1 		$4.34K Hold
16
– – ﹤0.01% 454
2023
Q4 		$3.78K Hold
16
– – ﹤0.01% 453
2023
Q3 		$3.14K Hold
16
– – ﹤0.01% 453
2023
Q2 		$3.36K Buy
+16
New +$3.18K ﹤0.01% 449

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Cherry Tree Wealth Management's CRL Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 16 shares — an estimated $2.5K sold.

Cherry Tree Wealth Management first reported a position in CRL in Q2 2023 and held it in 10 quarters. The position peaked at $4.34K in Q1 2024. 582 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 16 Charles River Laboratories shares in Q4 2025, an estimated $2.5K.
  • Cherry Tree Wealth Management first reported a position in Charles River Laboratories in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Charles River Laboratories position peaked at $4.34K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.