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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's CRL Position: Q1 2026 in Review

SHP Wealth Management increased its Charles River Laboratories (CRL) stake by 4% in Q1 2026, buying an estimated $3.15K and bringing the position to 442 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #425.

SHP Wealth Management first reported a position in CRL in Q4 2025 and has held it in 2 quarters since. The position peaked at $84.8K in Q4 2025. 558 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • SHP Wealth Management held 442 shares of Charles River Laboratories worth $76.2K as of Q1 2026.
  • SHP Wealth Management bought 17 Charles River Laboratories shares in Q1 2026, an estimated $3.15K.
  • Charles River Laboratories made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #425 holding.
  • SHP Wealth Management first reported a position in Charles River Laboratories in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Charles River Laboratories position peaked at $84.8K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.