Sendero Wealth Management
CRL icon

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
Q3 		$5.96M Sell
20,200
-5,937
-23% -$1.56M 0.59% 29
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sendero Wealth Management's CRL Position: Q3 2026 in Review

Sendero Wealth Management reduced its Charles River Laboratories (CRL) stake by 23% in Q3 2026, selling an estimated $1.56M and leaving 20,200 shares worth $5.96M. The position accounts for 0.59% of the portfolio, ranked #29.

Sendero Wealth Management first reported a position in CRL in Q2 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Sendero Wealth Management held 20,200 shares of Charles River Laboratories worth $5.96M as of Q3 2026.
  • Sendero Wealth Management sold 5,937 Charles River Laboratories shares in Q3 2026, an estimated $1.56M.
  • Charles River Laboratories made up 0.59% of Sendero Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Sendero Wealth Management first reported a position in Charles River Laboratories in Q2 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.