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Lloyd Advisory Services’s Charles River Laboratories CRL Stock Holding History

Lloyd Advisory Services’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 		– Sell
-18
Closed -$3.1K – 705
2026
Q1 		$3.1K Buy
+18
New +$3.34K ﹤0.01% 627
2023
Q4 		– Sell
-1,545
Closed -$303K – 188
2023
Q3 		$303K Buy
+1,545
New +$317K 0.1% 182

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Lloyd Advisory Services's CRL Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Charles River Laboratories (CRL) in Q2 2026, closing a stake of 18 shares — an estimated $3.1K sold.

Lloyd Advisory Services first reported a position in CRL in Q3 2023 and held it in 2 quarters. The position peaked at $303K in Q3 2023. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Charles River Laboratories position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 18 Charles River Laboratories shares in Q2 2026, an estimated $3.1K.
  • Lloyd Advisory Services first reported a position in Charles River Laboratories in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's Charles River Laboratories position peaked at $303K in Q3 2023.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.