Eads & Heald Wealth Management’s Charles River Laboratories CRL Stock Holding History

Eads & Heald 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 Q2	–	Sell	-1,548	Closed	-$233K	–	137
2025 Q1	$233K	Buy	+1,548	New	+$260K	0.12%	135
2024 Q4	–	Sell	-1,341	Closed	-$264K	–	137
2024 Q3	$264K	Sell	1,341 -437	-25%	-$90.8K	0.13%	130
2024 Q2	$367K	Sell	1,778 -173	-9%	-$39.2K	0.18%	116
2024 Q1	$529K	Sell	1,951 -122	-6%	-$29.1K	0.25%	112
2023 Q4	$490K	Sell	2,073 -1,102	-35%	-$217K	0.24%	113
2023 Q3	$622K	Buy	3,175 +547	+21%	+$112K	0.33%	100
2023 Q2	$553K	Buy	2,628 +523	+25%	+$104K	0.27%	109
2023 Q1	$425K	Sell	2,105 -746	-26%	-$169K	0.21%	117
2022 Q4	$621K	Buy	+2,851	New	+$623K	0.32%	103
2022 Q3	–	Sell	-1,335	Closed	-$286K	–	145
2022 Q2	$286K	Buy	+1,335	New	+$326K	0.15%	131

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Eads & Heald Wealth Management's CRL Position: Q2 2025 in Review

Eads & Heald Wealth Management sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 1,548 shares — an estimated $233K sold.

Eads & Heald Wealth Management first reported a position in CRL in Q2 2022 and held it in 10 quarters. The position peaked at $622K in Q3 2023. 518 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

Eads & Heald Wealth Management reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
Eads & Heald Wealth Management sold 1,548 Charles River Laboratories shares in Q2 2025, an estimated $233K.
Eads & Heald Wealth Management first reported a position in Charles River Laboratories in Q2 2022 and held it in 10 quarters.
Eads & Heald Wealth Management's Charles River Laboratories position peaked at $622K in Q3 2023.
518 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.