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

Everhart 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
Q2 		$652K Sell
2,874
-30
-1% -$5.34K 0.04% 237
2026
Q1 		$501K Buy
2,904
+270
+10% +$50.1K 0.04% 277
2025
Q4 		$525K Buy
2,634
+724
+38% +$131K 0.05% 253
2025
Q3 		$299K Buy
+1,910
New +$303K 0.03% 313

Other funds holding CRL

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Everhart Financial Group's CRL Position: Q2 2026 in Review

Everhart Financial Group reduced its Charles River Laboratories (CRL) stake by 1% in Q2 2026, selling an estimated $5.34K and leaving 2,874 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #237.

Everhart Financial Group first reported a position in CRL in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Everhart Financial Group held 2,874 shares of Charles River Laboratories worth $652K as of Q2 2026.
  • Everhart Financial Group sold 30 Charles River Laboratories shares in Q2 2026, an estimated $5.34K.
  • Charles River Laboratories made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #237 holding.
  • Everhart Financial Group first reported a position in Charles River Laboratories in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.