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Sendero Wealth Management’s Charles River Laboratories CRL Stock Holding History

Sendero Wealth Management’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 		$5.93M Buy
26,137
+98
+0.4% +$17.5K 0.59% 32
2026
Q1 		$4.49M Buy
26,039
+2,132
+9% +$395K 0.5% 38
2025
Q4 		$4.77M Buy
23,907
+44
+0.2% +$7.98K 0.53% 40
2025
Q3 		$3.73M Buy
23,863
+534
+2% +$84.8K 0.44% 50
2025
Q2 		$3.54M Buy
+23,329
New +$3.11M 0.44% 47

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

Sendero Wealth Management's CRL Position: Q2 2026 in Review

Sendero Wealth Management increased its Charles River Laboratories (CRL) stake by 0.38% in Q2 2026, buying an estimated $17.5K and bringing the position to 26,137 shares worth $5.93M. The position accounts for 0.59% of the portfolio, ranked #32.

Sendero Wealth Management first reported a position in CRL in Q2 2025 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Sendero Wealth Management held 26,137 shares of Charles River Laboratories worth $5.93M as of Q2 2026.
  • Sendero Wealth Management bought 98 Charles River Laboratories shares in Q2 2026, an estimated $17.5K.
  • Charles River Laboratories made up 0.59% of Sendero Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Sendero Wealth Management first reported a position in Charles River Laboratories in Q2 2025 and has held it in 5 quarters since.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.