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LVW Advisors’s Charles River Laboratories CRL Stock Holding History

LVW 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
-3,247
Closed -$489K – 333
2025
Q1 		$489K Buy
3,247
+189
+6% +$31.7K 0.06% 173
2024
Q4 		$565K Sell
3,058
-410
-12% -$79K 0.07% 172
2024
Q3 		$683K Buy
3,468
+363
+12% +$75.4K 0.09% 150
2024
Q2 		$641K Buy
3,105
+269
+9% +$61K 0.09% 137
2024
Q1 		$768K Sell
2,836
-61
-2% -$14.6K 0.13% 121
2023
Q4 		$685K Sell
2,897
-48
-2% -$9.44K 0.13% 117
2023
Q3 		$577K Sell
2,945
-264
-8% -$54.2K 0.12% 115
2023
Q2 		$675K Sell
3,209
-33
-1% -$6.57K 0.13% 107
2023
Q1 		$654K Sell
3,242
-95
-3% -$21.5K 0.13% 119
2022
Q4 		$727K Sell
3,337
-252
-7% -$55K 0.15% 110
2022
Q3 		$706K Buy
3,589
+91
+3% +$19.6K 0.16% 100
2022
Q2 		$748K Buy
3,498
+182
+5% +$44.5K 0.15% 100
2022
Q1 		$942K Sell
3,316
-179
-5% -$55.2K 0.16% 93
2021
Q4 		$1.32M Sell
3,495
-59
-2% -$22.9K 0.22% 78
2021
Q3 		$1.47M Buy
3,554
+42
+1% +$17.4K 0.25% 71
2021
Q2 		$1.3M Sell
3,512
-372
-10% -$124K 0.23% 72
2021
Q1 		$1.13M Buy
3,884
+1,101
+40% +$306K 0.22% 74
2020
Q4 		$695K Buy
2,783
+105
+4% +$25K 0.14% 91
2020
Q3 		$606K Buy
2,678
+850
+46% +$176K 0.13% 95
2020
Q2 		$319K Buy
+1,828
New +$292K 0.08% 140

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

LVW Advisors's CRL Position: Q2 2025 in Review

LVW Advisors sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 3,247 shares — an estimated $489K sold.

LVW Advisors first reported a position in CRL in Q2 2020 and held it in 20 quarters. The position peaked at $1.47M in Q3 2021. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • LVW Advisors reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • LVW Advisors sold 3,247 Charles River Laboratories shares in Q2 2025, an estimated $489K.
  • LVW Advisors first reported a position in Charles River Laboratories in Q2 2020 and held it in 20 quarters.
  • LVW Advisors's Charles River Laboratories position peaked at $1.47M in Q3 2021.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on LVW Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.