GoalVest Advisory’s Charles River Laboratories CRL Stock Holding History

GoalVest Advisory’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	-99	Closed	-$19.7K	–	469
2025 Q4	$19.7K	Buy	+99	New	+$18K	﹤0.01%	356
2023 Q4	–	Sell	-58	Closed	-$11.4K	–	396
2023 Q3	$11.4K	Buy	58 +4	+7%	+$821	0.01%	266
2023 Q2	$11.4K	Buy	+54	New	+$10.7K	0.01%	243

Other funds holding CRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GoalVest Advisory's CRL Position: Q1 2026 in Review

GoalVest Advisory sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 99 shares — an estimated $19.7K sold.

GoalVest Advisory first reported a position in CRL in Q2 2023 and held it in 3 quarters. The position peaked at $19.7K in Q4 2025. 557 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

GoalVest Advisory reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 99 Charles River Laboratories shares in Q1 2026, an estimated $19.7K.
GoalVest Advisory first reported a position in Charles River Laboratories in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's Charles River Laboratories position peaked at $19.7K in Q4 2025.
557 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.