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Private Wealth Asset Management’s Charles River Laboratories CRL Stock Holding History

Private Wealth Asset 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
2025
Q2 		– Sell
-3
Closed -$452 – 1123
2025
Q1 		$452 Buy
+3
New +$503 ﹤0.01% 1004

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Private Wealth Asset Management's CRL Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 3 shares — an estimated $452 sold.

Private Wealth Asset Management first reported a position in CRL in Q1 2025 and held it in 1 quarter. The position peaked at $452 in Q1 2025. 518 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 Charles River Laboratories shares in Q2 2025, an estimated $452.
  • Private Wealth Asset Management first reported a position in Charles River Laboratories in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Charles River Laboratories position peaked at $452 in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.