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True Wealth Design’s Charles River Laboratories CRL Stock Holding History

True Wealth Design’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 		$25.9K Sell
114
-6
-5% -$1.07K 0.01% 725
2026
Q1 		$20.7K Sell
120
-11
-8% -$2.04K 0.01% 702
2025
Q4 		$26.1K Buy
131
+1
+0.8% +$181 0.01% 518
2025
Q3 		$20.3K Buy
130
+69
+113% +$11K 0.01% 607
2025
Q2 		$9.26K Buy
61
+6
+11% +$800 ﹤0.01% 611
2025
Q1 		$8.28K Buy
55
+53
+2,650% +$8.89K ﹤0.01% 532
2024
Q4 		$370 Sell
2
-2
-50% -$385 ﹤0.01% 1142
2024
Q3 		$788 Hold
4
– – ﹤0.01% 1020
2024
Q2 		$827 Buy
4
+2
+100% +$453 ﹤0.01% 552
2024
Q1 		$542 Buy
2
+1
+100% +$239 ﹤0.01% 606
2023
Q4 		$237 Hold
1
– – ﹤0.01% 655
2023
Q3 		$196 Hold
1
– – ﹤0.01% 647
2023
Q2 		$211 Hold
1
– – ﹤0.01% 643
2023
Q1 		$202 Hold
1
– – ﹤0.01% 728
2022
Q4 		$218 Buy
+1
New +$218 ﹤0.01% 647

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

True Wealth Design's CRL Position: Q2 2026 in Review

True Wealth Design reduced its Charles River Laboratories (CRL) stake by 5% in Q2 2026, selling an estimated $1.07K and leaving 114 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #725.

True Wealth Design first reported a position in CRL in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.1K in Q4 2025. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • True Wealth Design held 114 shares of Charles River Laboratories worth $25.9K as of Q2 2026.
  • True Wealth Design sold 6 Charles River Laboratories shares in Q2 2026, an estimated $1.07K.
  • Charles River Laboratories made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #725 holding.
  • True Wealth Design first reported a position in Charles River Laboratories in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Charles River Laboratories position peaked at $26.1K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.