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Summit Securities Group’s Charles River Laboratories CRL Stock Holding History

Summit Securities Group’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 		$2.5K Buy
11
+3
+38% +$534 ﹤0.01% 1077
2026
Q1 		$1.38K Sell
8
-66
-89% -$12.2K ﹤0.01% 974
2025
Q4 		$14.8K Sell
74
-12
-14% -$2.18K ﹤0.01% 851
2025
Q3 		$13.5K Buy
86
+53
+161% +$8.42K ﹤0.01% 844
2025
Q2 		$5.01K Buy
+33
New +$4.4K ﹤0.01% 979
2023
Q3 		– Sell
-68
Closed -$14K – 651
2023
Q2 		$14K Sell
68
-31
-31% -$6.17K ﹤0.01% 718
2023
Q1 		$20K Sell
99
-1,336
-93% -$303K ﹤0.01% 625
2022
Q4 		$313K Buy
+1,435
New +$313K 0.01% 357
2022
Q3 		– Sell
-107
Closed -$23K – 965
2022
Q2 		$23K Buy
107
+86
+410% +$21K ﹤0.01% 737
2022
Q1 		$6K Buy
+21
New +$6.47K ﹤0.01% 930

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

Summit Securities Group's CRL Position: Q2 2026 in Review

Summit Securities Group increased its Charles River Laboratories (CRL) stake by 38% in Q2 2026, buying an estimated $534 and bringing the position to 11 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Summit Securities Group first reported a position in CRL in Q1 2022 and has held it in 10 quarters since. The position peaked at $313K in Q4 2022. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Summit Securities Group held 11 shares of Charles River Laboratories worth $2.5K as of Q2 2026.
  • Summit Securities Group bought 3 Charles River Laboratories shares in Q2 2026, an estimated $534.
  • Charles River Laboratories made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1077 holding.
  • Summit Securities Group first reported a position in Charles River Laboratories in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Charles River Laboratories position peaked at $313K in Q4 2022.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.