Pinnacle Wealth Planning Services’s Charles River Laboratories CRL Stock Holding History

Pinnacle Wealth Planning 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 Q1	$33.8K	Hold	196	–	–	﹤0.01%	1422
2025 Q4	$39.1K	Buy	+196	New	+$35.6K	﹤0.01%	1376
2022 Q1	–	Sell	-597	Closed	-$225K	–	443
2021 Q4	$225K	Sell	597 -17	-3%	-$6.61K	0.04%	330
2021 Q3	$253K	Buy	614 +1	+0.2%	+$415	0.06%	276
2021 Q2	$227K	Buy	+613	New	+$205K	0.05%	292
2021 Q1	–	Sell	-650	Closed	-$163K	–	705
2020 Q4	$163K	Sell	650 -267	-29%	-$63.6K	0.04%	323
2020 Q3	$207K	Buy	+917	New	+$190K	0.07%	229

Other funds holding CRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Charles River Laboratories (CRL) position steady in Q1 2026 at 196 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Pinnacle Wealth Planning Services first reported a position in CRL in Q3 2020 and has held it in 7 quarters since. The position peaked at $253K in Q3 2021. 557 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

Pinnacle Wealth Planning Services held 196 shares of Charles River Laboratories worth $33.8K as of Q1 2026.
Pinnacle Wealth Planning Services left its Charles River Laboratories share count unchanged in Q1 2026.
Charles River Laboratories made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1422 holding.
Pinnacle Wealth Planning Services first reported a position in Charles River Laboratories in Q3 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Charles River Laboratories position peaked at $253K in Q3 2021.
557 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.