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

Private Wealth Management Group’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 		$6.8K Hold
30
– – ﹤0.01% 715
2026
Q1 		$5.17K Hold
30
– – ﹤0.01% 756
2025
Q4 		$5.99K Hold
30
– – ﹤0.01% 704
2025
Q3 		$4.69K Hold
30
– – ﹤0.01% 810
2025
Q2 		$4.55K Buy
+30
New +$4K ﹤0.01% 797

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Private Wealth Management Group's CRL Position: Q2 2026 in Review

Private Wealth Management Group held its Charles River Laboratories (CRL) position steady in Q2 2026 at 30 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Private Wealth Management Group first reported a position in CRL in Q2 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Private Wealth Management Group held 30 shares of Charles River Laboratories worth $6.8K as of Q2 2026.
  • Private Wealth Management Group left its Charles River Laboratories share count unchanged in Q2 2026.
  • Charles River Laboratories made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #715 holding.
  • Private Wealth Management Group first reported a position in Charles River Laboratories in Q2 2025 and has held it in 5 quarters since.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.