Creative Planning’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.94M | Buy |
17,028
+4,038
| +31% | +$749K | ﹤0.01% | 1592 |
|
|
2025
Q4 | $2.59M | Buy |
12,990
+1,960
| +18% | +$356K | ﹤0.01% | 1503 |
|
|
2025
Q3 | $1.73M | Buy |
11,030
+2,136
| +24% | +$339K | ﹤0.01% | 1654 |
|
|
2025
Q2 | $1.35M | Buy |
8,894
+586
| +7% | +$78.1K | ﹤0.01% | 1619 |
|
|
2025
Q1 | $1.25M | Buy |
8,308
+4,096
| +97% | +$687K | ﹤0.01% | 1534 |
|
|
2024
Q4 | $778K | Sell |
4,212
-460
| -10% | -$88.6K | ﹤0.01% | 1857 |
|
|
2024
Q3 | $920K | Buy |
4,672
+180
| +4% | +$37.4K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $928K | Sell |
4,492
-38
| -0.8% | -$8.61K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $1.23M | Buy |
4,530
+309
| +7% | +$73.8K | ﹤0.01% | 1206 |
|
|
2023
Q4 | $998K | Sell |
4,221
-473
| -10% | -$93K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $920K | Buy |
4,694
+1,387
| +42% | +$285K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $695K | Buy |
3,307
+75
| +2% | +$14.9K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $652K | Sell |
3,232
-409
| -11% | -$92.7K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $793K | Buy |
3,641
+40
| +1% | +$8.73K | ﹤0.01% | 1152 |
|
|
2022
Q3 | $709K | Buy |
3,601
+587
| +19% | +$127K | ﹤0.01% | 1129 |
|
|
2022
Q2 | $645K | Buy |
3,014
+121
| +4% | +$29.6K | ﹤0.01% | 1174 |
|
|
2022
Q1 | $821K | Buy |
2,893
+522
| +22% | +$161K | ﹤0.01% | 1081 |
|
|
2021
Q4 | $893K | Buy |
2,371
+137
| +6% | +$53.2K | ﹤0.01% | 1001 |
|
|
2021
Q3 | $922K | Buy |
2,234
+30
| +1% | +$12.5K | ﹤0.01% | 984 |
|
|
2021
Q2 | $815K | Sell |
2,204
-312
| -12% | -$104K | ﹤0.01% | 1020 |
|
|
2021
Q1 | $729K | Buy |
2,516
+171
| +7% | +$47.5K | ﹤0.01% | 1211 |
|
|
2020
Q4 | $586K | Sell |
2,345
-67
| -3% | -$16K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $546K | Buy |
2,412
+108
| +5% | +$22.4K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $402K | Hold |
2,304
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q1 | $291K | Buy |
2,304
+6
| +0.3% | +$900 | ﹤0.01% | 1191 |
|
|
2019
Q4 | $351K | Sell |
2,298
-43
| -2% | -$5.95K | ﹤0.01% | 1310 |
|
|
2019
Q3 | $310K | Sell |
2,341
-19
| -0.8% | -$2.55K | ﹤0.01% | 1343 |
|
|
2019
Q2 | $335K | Buy |
2,360
+26
| +1% | +$3.53K | ﹤0.01% | 1301 |
|
|
2019
Q1 | $339K | Sell |
2,334
-5
| -0.2% | -$657 | ﹤0.01% | 1261 |
|
|
2018
Q4 | $265K | Buy |
2,339
+501
| +27% | +$62.7K | ﹤0.01% | 1313 |
|
|
2018
Q3 | $247K | Sell |
1,838
-180
| -9% | -$22.2K | ﹤0.01% | 1537 |
|
|
2018
Q2 | $227K | Buy |
2,018
+126
| +7% | +$13.6K | ﹤0.01% | 1554 |
|
|
2018
Q1 | $202K | Buy |
1,892
+61
| +3% | +$6.58K | ﹤0.01% | 1610 |
|
|
2017
Q4 | $200K | Sell |
1,831
-216
| -11% | -$23.5K | ﹤0.01% | 1610 |
|
|
2017
Q3 | $221K | Buy |
2,047
+1,906
| +1,352% | +$196K | ﹤0.01% | 1525 |
|
|
2017
Q2 | $14K | Sell |
141
-69
| -33% | -$6.35K | ﹤0.01% | 3403 |
|
|
2017
Q1 | $19K | Buy |
210
+85
| +68% | +$7.22K | ﹤0.01% | 3157 |
|
|
2016
Q4 | $10K | Buy |
125
+4
| +3% | +$304 | ﹤0.01% | 3541 |
|
|
2016
Q3 | $10K | Buy |
121
+115
| +1,917% | +$9.64K | ﹤0.01% | 3501 |
|
|
2016
Q2 | $0 | Buy |
+6
| New | +$494 | ﹤0.01% | 4370 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 4349 |
|
|
2015
Q4 | $1K | Buy |
+15
| New | +$1.08K | ﹤0.01% | 4188 |
|
|
2014
Q4 | – | Sell |
-17
| Closed | -$1K | – | 4175 |
|
|
2014
Q3 | $1K | Buy |
+17
| New | +$973 | ﹤0.01% | 3805 |
|
Other funds holding CRL
VCM
VPM
Creative Planning's CRL Position: Q1 2026 in Review
Creative Planning increased its Charles River Laboratories (CRL) stake by 31% in Q1 2026, buying an estimated $749K and bringing the position to 17,028 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.
Creative Planning first reported a position in CRL in Q3 2014 and has held it in 42 quarters since. 557 funds tracked by Wall St. Rank hold CRL as of Q1 2026.
- Creative Planning held 17,028 shares of Charles River Laboratories worth $2.94M as of Q1 2026.
- Creative Planning bought 4,038 Charles River Laboratories shares in Q1 2026, an estimated $749K.
- Charles River Laboratories made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1592 holding.
- Creative Planning first reported a position in Charles River Laboratories in Q3 2014 and has held it in 42 quarters since.
- 557 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.