EP Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

EP Wealth Advisors’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	$374K	Buy	1,651 +1	+0.1%	+$178	﹤0.01%	1170
2026 Q1	$285K	Sell	1,650 -549	-25%	-$102K	﹤0.01%	1199
2025 Q4	$439K	Buy	+2,199	New	+$399K	﹤0.01%	947
2025 Q2	$289K	Buy	+1,905	New	+$254K	﹤0.01%	1039
2025 Q1	–	Sell	-1,132	Closed	-$209K	–	1302
2024 Q4	$209K	Sell	1,132 -252	-18%	-$48.5K	﹤0.01%	1056
2024 Q3	$273K	Buy	+1,384	New	+$288K	﹤0.01%	893

Other funds holding CRL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

EP Wealth Advisors's CRL Position: Q2 2026 in Review

EP Wealth Advisors increased its Charles River Laboratories (CRL) stake by 0.06% in Q2 2026, buying an estimated $178 and bringing the position to 1,651 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

EP Wealth Advisors first reported a position in CRL in Q3 2024 and has held it in 6 quarters since. The position peaked at $439K in Q4 2025. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

EP Wealth Advisors held 1,651 shares of Charles River Laboratories worth $374K as of Q2 2026.
EP Wealth Advisors bought 1 Charles River Laboratories share in Q2 2026, an estimated $178.
Charles River Laboratories made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1170 holding.
EP Wealth Advisors first reported a position in Charles River Laboratories in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Charles River Laboratories position peaked at $439K in Q4 2025.
570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.