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

EverSource 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 		$44.2K Sell
195
-65
-25% -$11.6K ﹤0.01% 1857
2026
Q1 		$44.9K Sell
260
-32
-11% -$5.93K ﹤0.01% 1978
2025
Q4 		$58.2K Sell
292
-16
-5% -$2.9K ﹤0.01% 1641
2025
Q3 		$48.2K Buy
308
+104
+51% +$16.5K ﹤0.01% 1743
2025
Q2 		$31K Sell
204
-1,314
-87% -$175K ﹤0.01% 1960
2025
Q1 		$228K Sell
1,518
-155
-9% -$26K 0.01% 605
2024
Q4 		$309K Buy
1,673
+155
+10% +$29.9K 0.02% 497
2024
Q3 		$299K Buy
1,518
+5
+0.3% +$1.04K 0.02% 448
2024
Q2 		$369K Sell
1,513
-55
-4% -$12.5K 0.02% 380
2024
Q1 		$359K Hold
1,568
– – 0.03% 336
2023
Q4 		$371K Sell
1,568
-33
-2% -$6.49K 0.03% 297
2023
Q3 		$314K Sell
1,601
-51
-3% -$10.5K 0.03% 297
2023
Q2 		$347K Buy
1,652
+24
+1% +$4.78K 0.04% 282
2023
Q1 		$329K Buy
1,628
+31
+2% +$7.03K 0.04% 281
2022
Q4 		$348K Sell
1,597
-1,250
-44% -$273K 0.05% 251
2022
Q3 		$560K Sell
2,847
-337
-11% -$72.8K 0.13% 160
2022
Q2 		$681K Sell
3,184
-89
-3% -$21.7K 0.18% 106
2022
Q1 		$930K Buy
3,273
+1,621
+98% +$500K 0.24% 77
2021
Q4 		$623K Buy
+1,652
New +$642K 0.17% 101

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Charles River Laboratories (CRL) stake by 25% in Q2 2026, selling an estimated $11.6K and leaving 195 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

EverSource Wealth Advisors first reported a position in CRL in Q4 2021 and has held it in 19 quarters since. The position peaked at $930K in Q1 2022. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • EverSource Wealth Advisors held 195 shares of Charles River Laboratories worth $44.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 65 Charles River Laboratories shares in Q2 2026, an estimated $11.6K.
  • Charles River Laboratories made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1857 holding.
  • EverSource Wealth Advisors first reported a position in Charles River Laboratories in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Charles River Laboratories position peaked at $930K in Q1 2022.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.