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Summit Wealth Group (Colorado)’s Charles River Laboratories CRL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,545
Closed -$303K – 346
2025
Q3 		$303K Buy
+1,545
New +$245K 0.03% 354

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Allspring Global Investments
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 Wealth Group (Colorado)'s CRL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 1,545 shares — an estimated $303K sold.

Summit Wealth Group (Colorado) first reported a position in CRL in Q3 2025 and held it in 1 quarter. The position peaked at $303K in Q3 2025. 582 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,545 Charles River Laboratories shares in Q4 2025, an estimated $303K.
  • Summit Wealth Group (Colorado) first reported a position in Charles River Laboratories in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Charles River Laboratories position peaked at $303K in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.