IWA
CRL icon

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

Icon 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
Q2 		– Sell
-813
Closed -$122K – 518
2025
Q1 		$122K Sell
813
-404
-33% -$67.7K 0.01% 445
2024
Q4 		$225K Sell
1,217
-281
-19% -$54.1K 0.02% 352
2024
Q3 		$295K Sell
1,498
-468
-24% -$97.3K 0.02% 300
2024
Q2 		$480K Sell
1,966
-361
-16% -$81.8K 0.04% 214
2024
Q1 		$630K Sell
2,327
-93
-4% -$22.2K 0.06% 180
2023
Q4 		$572K Buy
+2,420
New +$476K 0.06% 172
2022
Q4 		$460K Buy
2,111
+19
+0.9% +$4.15K 0.05% 199
2022
Q3 		$412K Buy
+2,092
New +$452K 0.05% 196

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return