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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Icon Wealth Advisors's CRL Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 813 shares — an estimated $122K sold.

Icon Wealth Advisors first reported a position in CRL in Q3 2022 and held it in 8 quarters. The position peaked at $630K in Q1 2024. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 813 Charles River Laboratories shares in Q2 2025, an estimated $122K.
  • Icon Wealth Advisors first reported a position in Charles River Laboratories in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's Charles River Laboratories position peaked at $630K in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.