Principia Wealth Advisory
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Principia Wealth Advisory’s Charles River Laboratories CRL Stock Holding History

Principia Wealth Advisory’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
Q3 		$295 Hold
1
– – ﹤0.01% 949
2026
Q2 		$227 Sell
1
-1
-50% -$178 ﹤0.01% 987
2026
Q1 		$345 Buy
2
+1
+100% +$185 ﹤0.01% 900
2025
Q4 		$199 Hold
1
– – ﹤0.01% 928
2025
Q3 		$156 Hold
1
– – ﹤0.01% 902
2025
Q2 		$152 Sell
1
-2
-67% -$267 ﹤0.01% 901
2025
Q1 		$417 Sell
3
-2
-40% -$335 ﹤0.01% 616
2024
Q4 		$923 Buy
+5
New +$963 ﹤0.01% 386

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Principia Wealth Advisory's CRL Position: Q3 2026 in Review

Principia Wealth Advisory held its Charles River Laboratories (CRL) position steady in Q3 2026 at 1 share worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Principia Wealth Advisory first reported a position in CRL in Q4 2024 and has held it in 8 quarters since. The position peaked at $923 in Q4 2024. 515 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Principia Wealth Advisory held 1 share of Charles River Laboratories worth $295 as of Q3 2026.
  • Principia Wealth Advisory left its Charles River Laboratories share count unchanged in Q3 2026.
  • Charles River Laboratories made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #949 holding.
  • Principia Wealth Advisory first reported a position in Charles River Laboratories in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's Charles River Laboratories position peaked at $923 in Q4 2024.
  • 515 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.