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HB Wealth Management’s Charles River Laboratories CRL Stock Holding History

HB Wealth 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
Q2 		$576K Sell
2,539
-137
-5% -$24.4K ﹤0.01% 1030
2026
Q1 		$462K Buy
2,676
+148
+6% +$27.4K ﹤0.01% 1014
2025
Q4 		$504K Buy
2,528
+320
+14% +$58K ﹤0.01% 899
2025
Q3 		$345K Buy
2,208
+192
+10% +$30.5K ﹤0.01% 1006
2025
Q2 		$306K Buy
+2,016
New +$269K ﹤0.01% 932

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

HB Wealth Management's CRL Position: Q2 2026 in Review

HB Wealth Management reduced its Charles River Laboratories (CRL) stake by 5.1% in Q2 2026, selling an estimated $24.4K and leaving 2,539 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

HB Wealth Management first reported a position in CRL in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • HB Wealth Management held 2,539 shares of Charles River Laboratories worth $576K as of Q2 2026.
  • HB Wealth Management sold 137 Charles River Laboratories shares in Q2 2026, an estimated $24.4K.
  • Charles River Laboratories made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1030 holding.
  • HB Wealth Management first reported a position in Charles River Laboratories in Q2 2025 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.