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Sequoia Financial Advisors’s Charles River Laboratories CRL Stock Holding History

Sequoia Financial 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
Q2 		$636K Sell
2,805
-688
-20% -$123K ﹤0.01% 1183
2026
Q1 		$603K Buy
3,493
+285
+9% +$52.8K ﹤0.01% 1169
2025
Q4 		$640K Sell
3,208
-1
-0% -$181 ﹤0.01% 1134
2025
Q3 		$502K Sell
3,209
-223
-6% -$35.4K ﹤0.01% 1136
2025
Q2 		$521K Buy
3,432
+1,677
+96% +$224K ﹤0.01% 977
2025
Q1 		$264K Sell
1,755
-207
-11% -$34.7K ﹤0.01% 1117
2024
Q4 		$362K Sell
1,962
-7,569
-79% -$1.46M ﹤0.01% 937
2024
Q3 		$1.88M Sell
9,531
-4,685
-33% -$974K 0.02% 390
2024
Q2 		$2.94M Buy
14,216
+665
+5% +$151K 0.04% 259
2024
Q1 		$3.67M Sell
13,551
-557
-4% -$133K 0.05% 232
2023
Q4 		$3.34M Buy
14,108
+13,068
+1,257% +$2.57M 0.04% 259
2023
Q3 		$204K Buy
1,040
+5
+0.5% +$1.03K ﹤0.01% 861
2023
Q2 		$218K Sell
1,035
-37
-3% -$7.36K ﹤0.01% 835
2023
Q1 		$216K Buy
1,072
+26
+2% +$5.89K ﹤0.01% 739
2022
Q4 		$228K Buy
+1,046
New +$228K 0.01% 686

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

Sequoia Financial Advisors's CRL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Charles River Laboratories (CRL) stake by 20% in Q2 2026, selling an estimated $123K and leaving 2,805 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Sequoia Financial Advisors first reported a position in CRL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.67M in Q1 2024. 565 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Sequoia Financial Advisors held 2,805 shares of Charles River Laboratories worth $636K as of Q2 2026.
  • Sequoia Financial Advisors sold 688 Charles River Laboratories shares in Q2 2026, an estimated $123K.
  • Charles River Laboratories made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1183 holding.
  • Sequoia Financial Advisors first reported a position in Charles River Laboratories in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Charles River Laboratories position peaked at $3.67M in Q1 2024.
  • 565 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.