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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Principia Wealth Advisory's CRL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Charles River Laboratories (CRL) stake by 50% in Q2 2026, selling an estimated $178 and leaving 1 share worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Principia Wealth Advisory first reported a position in CRL in Q4 2024 and has held it in 7 quarters since. The position peaked at $923 in Q4 2024. 568 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

Principia Wealth Advisory held 1 share of Charles River Laboratories worth $227 as of Q2 2026.
Principia Wealth Advisory sold 1 Charles River Laboratories share in Q2 2026, an estimated $178.
Charles River Laboratories made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #987 holding.
Principia Wealth Advisory first reported a position in Charles River Laboratories in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Charles River Laboratories position peaked at $923 in Q4 2024.
568 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.