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

SHP 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 		$99.1K Sell
437
-5
-1% -$890 0.01% 413
2026
Q1 		$76.2K Buy
442
+17
+4% +$3.15K 0.01% 425
2025
Q4 		$84.8K Buy
+425
New +$77.1K 0.01% 385

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Charles River Laboratories (CRL) stake by 1.1% in Q2 2026, selling an estimated $890 and leaving 437 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #413.

SHP Wealth Management first reported a position in CRL in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • SHP Wealth Management held 437 shares of Charles River Laboratories worth $99.1K as of Q2 2026.
  • SHP Wealth Management sold 5 Charles River Laboratories shares in Q2 2026, an estimated $890.
  • Charles River Laboratories made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #413 holding.
  • SHP Wealth Management first reported a position in Charles River Laboratories in Q4 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.