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Plante Moran Financial Advisors’s Charles River Laboratories CRL Stock Holding History

Plante Moran Financial 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
-8
Closed -$1.2K – 792
2025
Q1 		$1.2K Sell
8
-31
-79% -$5.2K ﹤0.01% 714
2024
Q4 		$7.2K Buy
39
+31
+388% +$5.97K ﹤0.01% 635
2024
Q3 		$1.58K Hold
8
– – ﹤0.01% 764
2024
Q2 		$1.65K Hold
8
– – ﹤0.01% 712
2024
Q1 		$2.17K Hold
8
– – ﹤0.01% 763
2023
Q4 		$1.89K Hold
8
– – ﹤0.01% 730
2023
Q3 		$1.57K Hold
8
– – ﹤0.01% 672
2023
Q2 		$1.68K Hold
8
– – ﹤0.01% 696
2023
Q1 		$1.61K Hold
8
– – ﹤0.01% 716
2022
Q4 		$1.74K Hold
8
– – ﹤0.01% 747
2022
Q3 		$2K Sell
8
-8
-50% -$1.73K ﹤0.01% 777
2022
Q2 		$3K Buy
16
+8
+100% +$1.96K ﹤0.01% 760
2022
Q1 		$2K Sell
8
-8
-50% -$2.47K ﹤0.01% 737
2021
Q4 		$6K Hold
16
– – ﹤0.01% 778
2021
Q3 		$7K Hold
16
– – ﹤0.01% 737
2021
Q2 		$6K Buy
16
+8
+100% +$2.67K ﹤0.01% 749
2021
Q1 		$2K Hold
8
– – ﹤0.01% 902
2020
Q4 		$2K Buy
+8
New +$1.91K ﹤0.01% 769

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's CRL Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 8 shares — an estimated $1.2K sold.

Plante Moran Financial Advisors first reported a position in CRL in Q4 2020 and held it in 18 quarters. The position peaked at $7.2K in Q4 2024. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 Charles River Laboratories shares in Q2 2025, an estimated $1.2K.
  • Plante Moran Financial Advisors first reported a position in Charles River Laboratories in Q4 2020 and held it in 18 quarters.
  • Plante Moran Financial Advisors's Charles River Laboratories position peaked at $7.2K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.