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

Spire 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 		$207K Sell
914
-3
-0.3% -$534 0.01% 773
2026
Q1 		$158K Buy
917
+2
+0.2% +$371 0.01% 849
2025
Q4 		$183K Buy
915
+2
+0.2% +$363 0.01% 817
2025
Q3 		$143K Sell
913
-3
-0.3% -$476 ﹤0.01% 881
2025
Q2 		$139K Sell
916
-11
-1% -$1.47K 0.01% 862
2025
Q1 		$140K Sell
927
-19
-2% -$3.19K ﹤0.01% 924
2024
Q4 		$175K Buy
946
+9
+1% +$1.73K 0.01% 863
2024
Q3 		$185K Sell
937
-192
-17% -$39.9K 0.01% 747
2024
Q2 		$233K Sell
1,129
-6
-0.5% -$1.36K 0.01% 686
2024
Q1 		$308K Sell
1,135
-96
-8% -$22.9K 0.01% 657
2023
Q4 		$261K Buy
1,231
+14
+1% +$2.75K 0.01% 690
2023
Q3 		$239K Buy
1,217
+3
+0.2% +$616 0.01% 661
2023
Q2 		$255K Sell
1,214
-22
-2% -$4.38K 0.01% 656
2023
Q1 		$249K Sell
1,236
-427
-26% -$96.8K 0.01% 664
2022
Q4 		$362K Buy
1,663
+97
+6% +$21.2K 0.02% 425
2022
Q3 		$308K Buy
1,566
+59
+4% +$12.7K 0.02% 431
2022
Q2 		$323K Sell
1,507
-2,082
-58% -$509K 0.01% 608
2022
Q1 		$1.02M Sell
3,589
-58,449
-94% -$18M 0.03% 383
2021
Q4 		$23.4M Buy
62,038
+1,231
+2% +$478K 0.52% 38
2021
Q3 		$25.1M Sell
60,807
-287
-0.5% -$119K 0.67% 31
2021
Q2 		$22.6M Sell
61,094
-229
-0.4% -$76.5K 0.61% 33
2021
Q1 		$17.7M Buy
+61,323
New +$17M 0.47% 48

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

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

Spire Wealth Management reduced its Charles River Laboratories (CRL) stake by 0.33% in Q2 2026, selling an estimated $534 and leaving 914 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #773.

Spire Wealth Management first reported a position in CRL in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.1M in Q3 2021. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Spire Wealth Management held 914 shares of Charles River Laboratories worth $207K as of Q2 2026.
  • Spire Wealth Management sold 3 Charles River Laboratories shares in Q2 2026, an estimated $534.
  • Charles River Laboratories made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Spire Wealth Management first reported a position in Charles River Laboratories in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Charles River Laboratories position peaked at $25.1M in Q3 2021.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.