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

Heartwood 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
2025
Q4 		– Sell
-2
Closed -$313 – 290
2025
Q3 		$313 Buy
+2
New +$318 ﹤0.01% 617

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
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AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Heartwood Wealth Advisors's CRL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 2 shares — an estimated $313 sold.

Heartwood Wealth Advisors first reported a position in CRL in Q3 2025 and held it in 1 quarter. The position peaked at $313 in Q3 2025. 583 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2 Charles River Laboratories shares in Q4 2025, an estimated $313.
  • Heartwood Wealth Advisors first reported a position in Charles River Laboratories in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Charles River Laboratories position peaked at $313 in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.