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Twin Peaks Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-79
Closed -$13.6K – 660
2026
Q1 		$13.6K Buy
+79
New +$14.6K ﹤0.01% 900
2025
Q3 		– Sell
-45
Closed -$6.87K – 586
2025
Q2 		$6.87K Buy
+45
New +$6K ﹤0.01% 1129

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

Twin Peaks Wealth Advisors's CRL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Charles River Laboratories (CRL) in Q2 2026, closing a stake of 79 shares — an estimated $13.6K sold.

Twin Peaks Wealth Advisors first reported a position in CRL in Q2 2025 and held it in 2 quarters. The position peaked at $13.6K in Q1 2026. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Charles River Laboratories position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 79 Charles River Laboratories shares in Q2 2026, an estimated $13.6K.
  • Twin Peaks Wealth Advisors first reported a position in Charles River Laboratories in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Charles River Laboratories position peaked at $13.6K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.