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

JFS 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
2026
Q2 		$7.94K Buy
35
+2
+6% +$356 ﹤0.01% 1107
2026
Q1 		$5.69K Buy
33
+2
+6% +$371 ﹤0.01% 1147
2025
Q4 		$6.18K Buy
31
+17
+121% +$3.08K ﹤0.01% 1153
2025
Q3 		$2.19K Buy
+14
New +$2.22K ﹤0.01% 1418
2025
Q2 		– Sell
-190
Closed -$28.6K – 1893
2025
Q1 		$28.6K Sell
190
-15
-7% -$2.52K ﹤0.01% 586
2024
Q4 		$37.8K Sell
205
-3
-1% -$578 ﹤0.01% 512
2024
Q3 		$41K Sell
208
-2
-1% -$416 ﹤0.01% 505
2024
Q2 		$43.4K Buy
210
+4
+2% +$906 ﹤0.01% 445
2024
Q1 		$55.8K Buy
206
+8
+4% +$1.91K ﹤0.01% 410
2023
Q4 		$46.8K Sell
198
-15
-7% -$2.95K ﹤0.01% 414
2023
Q3 		$41.7K Buy
213
+7
+3% +$1.44K ﹤0.01% 401
2023
Q2 		$43.3K Buy
206
+4
+2% +$796 ﹤0.01% 388
2023
Q1 		$40.8K Sell
202
-3
-1% -$680 ﹤0.01% 398
2022
Q4 		$44.7K Buy
205
+7
+4% +$1.53K ﹤0.01% 381
2022
Q3 		$39K Sell
198
-7
-3% -$1.51K ﹤0.01% 433
2022
Q2 		$44K Buy
205
+10
+5% +$2.44K ﹤0.01% 418
2022
Q1 		$55K Sell
195
-1
-0.5% -$308 0.01% 405
2021
Q4 		$74K Buy
+196
New +$76.1K 0.01% 357

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

JFS Wealth Advisors's CRL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Charles River Laboratories (CRL) stake by 6.1% in Q2 2026, buying an estimated $356 and bringing the position to 35 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

JFS Wealth Advisors first reported a position in CRL in Q4 2021 and has held it in 18 quarters since. The position peaked at $74K in Q4 2021. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • JFS Wealth Advisors held 35 shares of Charles River Laboratories worth $7.94K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Charles River Laboratories shares in Q2 2026, an estimated $356.
  • Charles River Laboratories made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1107 holding.
  • JFS Wealth Advisors first reported a position in Charles River Laboratories in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Charles River Laboratories position peaked at $74K in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.