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Heritage Family Offices’s Charles River Laboratories CRL Stock Holding History

Heritage Family Offices’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
Q3 		– Sell
-1,689
Closed -$263K – 199
2025
Q2 		$263K Hold
1,689
– – 0.13% 141
2025
Q1 		$254K Buy
1,689
+153
+10% +$25.7K 0.13% 144
2024
Q4 		$284K Sell
1,536
-163
-10% -$31.4K 0.14% 130
2024
Q3 		$335K Buy
1,699
+9
+0.5% +$1.87K 0.17% 119
2024
Q2 		$349K Buy
+1,690
New +$383K 0.19% 102

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's CRL Position: Q3 2025 in Review

Heritage Family Offices sold out of Charles River Laboratories (CRL) in Q3 2025, closing a stake of 1,689 shares — an estimated $263K sold.

Heritage Family Offices first reported a position in CRL in Q2 2024 and held it in 5 quarters. The position peaked at $349K in Q2 2024. 556 funds tracked by Wall St. Rank hold CRL as of Q3 2025.

  • Heritage Family Offices reported no remaining Charles River Laboratories position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,689 Charles River Laboratories shares in Q3 2025, an estimated $263K.
  • Heritage Family Offices first reported a position in Charles River Laboratories in Q2 2024 and held it in 5 quarters.
  • Heritage Family Offices's Charles River Laboratories position peaked at $349K in Q2 2024.
  • 556 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.