Root Financial Partners’s Charles River Laboratories CRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-130
Closed -$22.4K 1021
2026
Q1
$22.4K Sell
130
-30
-19% -$5.56K ﹤0.01% 1252
2025
Q4
$31.9K Buy
160
+47
+42% +$8.53K ﹤0.01% 912
2025
Q3
$17.7K Buy
+113
New +$17.9K ﹤0.01% 1180

Other funds holding CRL

Root Financial Partners's CRL Position: Q2 2026 in Review

Root Financial Partners sold out of Charles River Laboratories (CRL) in Q2 2026, closing a stake of 130 shares — an estimated $22.4K sold.

Root Financial Partners first reported a position in CRL in Q3 2025 and held it in 3 quarters. The position peaked at $31.9K in Q4 2025. 150 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Root Financial Partners reported no remaining Charles River Laboratories position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 Charles River Laboratories shares in Q2 2026, an estimated $22.4K.
  • Root Financial Partners first reported a position in Charles River Laboratories in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Charles River Laboratories position peaked at $31.9K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.