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

Tortoise 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
2025 Q4	–	Sell	-2	Closed	-$313	–	490
2025 Q3	$313	Hold	2	–	–	﹤0.01%	1257
2025 Q2	$303	Buy	+2	New	+$267	﹤0.01%	1165
2025 Q1	–	Sell	-263	Closed	-$48.5K	–	841
2024 Q4	$48.5K	Buy	263 +115	+78%	+$22.2K	0.01%	423
2024 Q3	$29.2K	Buy	148 +17	+13%	+$3.53K	﹤0.01%	503
2024 Q2	$27.1K	Buy	131 +57	+77%	+$12.9K	﹤0.01%	487
2024 Q1	$20.1K	Buy	+74	New	+$17.7K	﹤0.01%	510

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Tortoise Investment Management's CRL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 2 shares — an estimated $313 sold.

Tortoise Investment Management first reported a position in CRL in Q1 2024 and held it in 6 quarters. The position peaked at $48.5K in Q4 2024. 583 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

Tortoise Investment Management reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Charles River Laboratories shares in Q4 2025, an estimated $313.
Tortoise Investment Management first reported a position in Charles River Laboratories in Q1 2024 and held it in 6 quarters.
Tortoise Investment Management's Charles River Laboratories position peaked at $48.5K in Q4 2024.
583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.