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Ethos Financial Group’s Charles River Laboratories CRL Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-1,641
Closed -$327K – 545
2025
Q4 		$327K Buy
+1,641
New +$298K 0.02% 371
2024
Q2 		– Sell
-1,093
Closed -$296K – 296
2024
Q1 		$296K Sell
1,093
-293
-21% -$70K 0.06% 204
2023
Q4 		$328K Buy
+1,386
New +$273K 0.07% 186

Other funds holding CRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ethos Financial Group's CRL Position: Q1 2026 in Review

Ethos Financial Group sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 1,641 shares — an estimated $327K sold.

Ethos Financial Group first reported a position in CRL in Q4 2023 and held it in 3 quarters. The position peaked at $328K in Q4 2023. 559 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • Ethos Financial Group reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 1,641 Charles River Laboratories shares in Q1 2026, an estimated $327K.
  • Ethos Financial Group first reported a position in Charles River Laboratories in Q4 2023 and held it in 3 quarters.
  • Ethos Financial Group's Charles River Laboratories position peaked at $328K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.