Forum Financial Management’s Charles River Laboratories CRL Stock Holding History

Forum Financial Management’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	-2,132	Closed	-$425K	–	489
2025 Q4	$425K	Buy	2,132 +3	+0.1%	+$544	0.01%	558
2025 Q3	$333K	Buy	+2,129	New	+$338K	﹤0.01%	676
2025 Q2	–	Sell	-1,850	Closed	-$278K	–	961
2025 Q1	$278K	Buy	1,850 +285	+18%	+$47.8K	﹤0.01%	634
2024 Q4	$289K	Buy	1,565 +364	+30%	+$70.1K	﹤0.01%	639
2024 Q3	$237K	Buy	1,201 +1	+0.1%	+$208	﹤0.01%	640
2024 Q2	$248K	Buy	1,200 +1	+0.1%	+$227	﹤0.01%	563
2024 Q1	$325K	Hold	1,199	–	–	0.01%	468
2023 Q4	$283K	Buy	+1,199	New	+$236K	0.01%	475
2023 Q3	–	Sell	-995	Closed	-$209K	–	650
2023 Q2	$209K	Hold	995	–	–	﹤0.01%	595
2023 Q1	$201K	Hold	995	–	–	0.01%	574
2022 Q4	$217K	Buy	+995	New	+$217K	0.01%	520
2022 Q1	–	Sell	-856	Closed	-$323K	–	625
2021 Q4	$323K	Buy	+856	New	+$333K	0.02%	382

Other funds holding CRL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's CRL Position: Q1 2026 in Review

Forum Financial Management sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 2,132 shares — an estimated $425K sold.

Forum Financial Management first reported a position in CRL in Q4 2021 and held it in 12 quarters. The position peaked at $425K in Q4 2025. 559 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

Forum Financial Management reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,132 Charles River Laboratories shares in Q1 2026, an estimated $425K.
Forum Financial Management first reported a position in Charles River Laboratories in Q4 2021 and held it in 12 quarters.
Forum Financial Management's Charles River Laboratories position peaked at $425K in Q4 2025.
559 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.