Sowell Financial Services’s Charles River Laboratories CRL Stock Holding History

Sowell Financial Services’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	$200K	Buy	+884	New	+$157K	0.01%	1085
2021 Q2	–	Sell	-4,045	Closed	-$1.36M	–	968
2021 Q1	$1.36M	Buy	4,045 +57	+1%	+$15.8K	0.05%	329
2020 Q4	$996K	Sell	3,988 -291	-7%	-$69.3K	0.04%	331
2020 Q3	$969K	Sell	4,279 -544	-11%	-$113K	0.05%	302
2020 Q2	$841K	Sell	4,823 -320	-6%	-$51.1K	0.05%	318
2020 Q1	$649K	Buy	5,143 +3,136	+156%	+$470K	0.05%	329
2019 Q4	$307K	Buy	2,007 +396	+25%	+$54.8K	0.02%	591
2019 Q3	$213K	Buy	+1,611	New	+$216K	0.02%	623
2019 Q1	$208K	Buy	+1,434	New	+$188K	0.02%	512

Other funds holding CRL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Sowell Financial Services's CRL Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Charles River Laboratories (CRL) in Q2 2026: 884 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in CRL as recently as Q1 2021.

Sowell Financial Services first reported a position in CRL in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2021. 568 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

Sowell Financial Services held 884 shares of Charles River Laboratories worth $200K as of Q2 2026.
Charles River Laboratories was a new Sowell Financial Services position in Q2 2026.
Charles River Laboratories made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1085 holding.
Sowell Financial Services first reported a position in Charles River Laboratories in Q1 2019 and has held it in 9 quarters since.
Sowell Financial Services's Charles River Laboratories position peaked at $1.36M in Q1 2021.
568 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.