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Elevation Wealth Partners’s Charles River Laboratories CRL Stock Holding History

Elevation Wealth Partners’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 		$10.6K Hold
36
– – ﹤0.01% 872
2026
Q2 		$8.16K Sell
36
-3
-8% -$534 ﹤0.01% 878
2026
Q1 		$6.73K Buy
39
+15
+63% +$2.78K ﹤0.01% 611
2025
Q4 		$4.79K Buy
24
+3
+14% +$544 ﹤0.01% 641
2025
Q3 		$3.29K Buy
+21
New +$3.33K ﹤0.01% 551
2024
Q3 		– Sell
-9
Closed -$1.86K – 498
2024
Q2 		$1.86K Buy
+9
New +$2.04K ﹤0.01% 452

Other funds holding CRL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's CRL Position: Q3 2026 in Review

Elevation Wealth Partners held its Charles River Laboratories (CRL) position steady in Q3 2026 at 36 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Elevation Wealth Partners first reported a position in CRL in Q2 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Elevation Wealth Partners held 36 shares of Charles River Laboratories worth $10.6K as of Q3 2026.
  • Elevation Wealth Partners left its Charles River Laboratories share count unchanged in Q3 2026.
  • Charles River Laboratories made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #872 holding.
  • Elevation Wealth Partners first reported a position in Charles River Laboratories in Q2 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.