FFA
CRL icon

Fortune Financial Advisors’s Charles River Laboratories CRL Stock Holding History

Fortune Financial 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
2025
Q2 		– Sell
-4,325
Closed -$651K – 97
2025
Q1 		$651K Sell
4,325
-7
-0.2% -$1.17K 0.56% 53
2024
Q4 		$800K Hold
4,332
– – 0.73% 42
2024
Q3 		$853K Hold
4,332
– – 0.77% 42
2024
Q2 		$895K Hold
4,332
– – 0.55% 60
2024
Q1 		$1.17M Hold
4,332
– – 0.74% 40
2023
Q4 		$1.02M Buy
4,332
+186
+4% +$36.6K 0.72% 46
2023
Q3 		$813K Hold
4,146
– – 0.62% 52
2023
Q2 		$872K Buy
+4,146
New +$825K 0.65% 49

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fortune Financial Advisors's CRL Position: Q2 2025 in Review

Fortune Financial Advisors sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 4,325 shares — an estimated $651K sold.

Fortune Financial Advisors first reported a position in CRL in Q2 2023 and held it in 8 quarters. The position peaked at $1.17M in Q1 2024. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Fortune Financial Advisors reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Fortune Financial Advisors sold 4,325 Charles River Laboratories shares in Q2 2025, an estimated $651K.
  • Fortune Financial Advisors first reported a position in Charles River Laboratories in Q2 2023 and held it in 8 quarters.
  • Fortune Financial Advisors's Charles River Laboratories position peaked at $1.17M in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Fortune Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.