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Retirement Wealth Solutions’s Charles River Laboratories CRL Stock Holding History

Retirement Wealth Solutions’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 		$3.54K Buy
12
+3
+33% +$791 ﹤0.01% 464
2026
Q2 		$2.04K Buy
9
+1
+13% +$178 ﹤0.01% 526
2026
Q1 		$1.38K Sell
8
-1
-11% -$185 ﹤0.01% 579
2025
Q4 		$1.8K Buy
9
+2
+29% +$363 ﹤0.01% 473
2025
Q3 		$1.1K Buy
+7
New +$1.11K ﹤0.01% 546

Other funds holding CRL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's CRL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Charles River Laboratories (CRL) stake by 33% in Q3 2026, buying an estimated $791 and bringing the position to 12 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Retirement Wealth Solutions first reported a position in CRL in Q3 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Retirement Wealth Solutions held 12 shares of Charles River Laboratories worth $3.54K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 Charles River Laboratories shares in Q3 2026, an estimated $791.
  • Charles River Laboratories made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #464 holding.
  • Retirement Wealth Solutions first reported a position in Charles River Laboratories in Q3 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.