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Synergy Investment Management’s Charles River Laboratories CRL Stock Holding History

Synergy Investment 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 		$5.17K Buy
22
+16
+267% +$2.85K ﹤0.01% 749
2026
Q1 		$1.03K Buy
+6
New +$1.11K ﹤0.01% 762
2025
Q2 		– Sell
-8
Closed -$1.2K – 168
2025
Q1 		$1.2K Hold
8
– – ﹤0.01% 569
2024
Q4 		$1.48K Buy
+8
New +$1.54K ﹤0.01% 586

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CRL Position: Q2 2026 in Review

Synergy Investment Management increased its Charles River Laboratories (CRL) stake by 267% in Q2 2026, buying an estimated $2.85K and bringing the position to 22 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Synergy Investment Management first reported a position in CRL in Q4 2024 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Synergy Investment Management held 22 shares of Charles River Laboratories worth $5.17K as of Q2 2026.
  • Synergy Investment Management bought 16 Charles River Laboratories shares in Q2 2026, an estimated $2.85K.
  • Charles River Laboratories made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #749 holding.
  • Synergy Investment Management first reported a position in Charles River Laboratories in Q4 2024 and has held it in 4 quarters since.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.