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United Capital Financial Advisors’s Charles River Laboratories CRL Stock Holding History

United Capital Financial 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 		$804K Buy
3,544
+144
+4% +$25.6K ﹤0.01% 890
2026
Q1 		$587K Buy
3,400
+822
+32% +$152K ﹤0.01% 986
2025
Q4 		$514K Sell
2,578
-866
-25% -$157K ﹤0.01% 949
2025
Q3 		$539K Buy
+3,444
New +$547K ﹤0.01% 839
2025
Q2 		– Sell
-2,849
Closed -$429K – 1102
2025
Q1 		$429K Buy
+2,849
New +$478K ﹤0.01% 794
2024
Q2 		– Sell
-854
Closed -$231K – 1051
2024
Q1 		$231K Sell
854
-45
-5% -$10.7K ﹤0.01% 967
2023
Q4 		$213K Buy
+899
New +$177K ﹤0.01% 986
2022
Q2 		– Sell
-991
Closed -$281K – 1134
2022
Q1 		$281K Hold
991
– – ﹤0.01% 1006
2021
Q4 		$373K Buy
991
+66
+7% +$25.6K ﹤0.01% 950
2021
Q3 		$382K Buy
925
+10
+1% +$4.15K ﹤0.01% 936
2021
Q2 		$338K Buy
915
+140
+18% +$46.7K ﹤0.01% 988
2021
Q1 		$225K Buy
+775
New +$215K ﹤0.01% 1080
2019
Q3 		– Sell
-6,293
Closed -$893K – 1350
2019
Q2 		$893K Sell
6,293
-683
-10% -$92.6K 0.01% 855
2019
Q1 		$1.01M Sell
6,976
-929
-12% -$122K 0.01% 772
2018
Q4 		$883K Sell
7,905
-2,079
-21% -$260K 0.01% 747
2018
Q3 		$1.33M Buy
9,984
+123
+1% +$15.2K 0.01% 698
2018
Q2 		$1.11M Sell
9,861
-242
-2% -$26.2K 0.01% 743
2018
Q1 		$1.08M Buy
10,103
+717
+8% +$77.3K 0.01% 762
2017
Q4 		$1.03M Sell
9,386
-566
-6% -$61.6K 0.01% 775
2017
Q3 		$1.07M Buy
+9,952
New +$1.02M 0.01% 762

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

United Capital Financial Advisors's CRL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Charles River Laboratories (CRL) stake by 4.2% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,544 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

United Capital Financial Advisors first reported a position in CRL in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2018. 565 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • United Capital Financial Advisors held 3,544 shares of Charles River Laboratories worth $804K as of Q2 2026.
  • United Capital Financial Advisors bought 144 Charles River Laboratories shares in Q2 2026, an estimated $25.6K.
  • Charles River Laboratories made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #890 holding.
  • United Capital Financial Advisors first reported a position in Charles River Laboratories in Q3 2017 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Charles River Laboratories position peaked at $1.33M in Q3 2018.
  • 565 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.