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Strategic Wealth Partners’s Charles River Laboratories CRL Stock Holding History

Strategic Wealth Partners’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 		– Sell
-32
Closed -$6.38K – 1493
2025
Q4 		$6.38K Hold
32
– – ﹤0.01% 1009
2025
Q3 		$5.01K Hold
32
– – ﹤0.01% 1034
2025
Q2 		$4.86K Buy
+32
New +$4.27K ﹤0.01% 901

Other funds holding CRL

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strategic Wealth Partners's CRL Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Charles River Laboratories (CRL) in Q1 2026, closing a stake of 32 shares — an estimated $6.38K sold.

Strategic Wealth Partners first reported a position in CRL in Q2 2025 and held it in 3 quarters. The position peaked at $6.38K in Q4 2025. 560 funds tracked by Wall St. Rank hold CRL as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Charles River Laboratories position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 32 Charles River Laboratories shares in Q1 2026, an estimated $6.38K.
  • Strategic Wealth Partners first reported a position in Charles River Laboratories in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Charles River Laboratories position peaked at $6.38K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.