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Sage Mountain Advisors’s Charles River Laboratories CRL Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-1,865
Closed -$372K – 354
2025
Q4 		$372K Buy
1,865
+312
+20% +$56.6K 0.02% 339
2025
Q3 		$243K Buy
+1,553
New +$247K 0.01% 421

Other funds holding CRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sage Mountain Advisors's CRL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 1,865 shares — an estimated $372K sold.

Sage Mountain Advisors first reported a position in CRL in Q3 2025 and held it in 2 quarters. The position peaked at $372K in Q4 2025. 558 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,865 Charles River Laboratories shares in Q1 2026, an estimated $372K.
  • Sage Mountain Advisors first reported a position in Charles River Laboratories in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Charles River Laboratories position peaked at $372K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.