Root Financial Partners
CRL icon

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

Root Financial Partners’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 		$55.8K Buy
+189
New +$49.8K ﹤0.01% 1025
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% +$8.52K ﹤0.01% 912
2025
Q3 		$17.7K Buy
+113
New +$17.9K ﹤0.01% 1180

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's CRL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Charles River Laboratories (CRL) in Q3 2026: 189 shares worth $55.8K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRL as recently as Q1 2026.

Root Financial Partners first reported a position in CRL in Q3 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Root Financial Partners held 189 shares of Charles River Laboratories worth $55.8K as of Q3 2026.
  • Charles River Laboratories was a new Root Financial Partners position in Q3 2026.
  • Charles River Laboratories made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1025 holding.
  • Root Financial Partners first reported a position in Charles River Laboratories in Q3 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.