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Mowery & Schoenfeld Wealth Management’s Charles River Laboratories CRL Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-6
Closed -$1.2K – 385
2025
Q4 		$1.2K Buy
+6
New +$1.09K ﹤0.01% 444

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
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Vanguard Portfolio Management
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CRL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 6 shares — an estimated $1.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CRL in Q4 2025 and held it in 1 quarter. The position peaked at $1.2K in Q4 2025. 560 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Charles River Laboratories shares in Q1 2026, an estimated $1.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Charles River Laboratories in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Charles River Laboratories position peaked at $1.2K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.