Valmark Advisers’s Charles River Laboratories CRL Stock Holding History

Valmark Advisers’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	$680K	Hold	3,000	–	–	0.01%	438
2026 Q1	$518K	Hold	3,000	–	–	0.01%	462
2025 Q4	$598K	Hold	3,000	–	–	0.01%	417
2025 Q3	$469K	Hold	3,000	–	–	0.01%	449
2025 Q2	$455K	Hold	3,000	–	–	0.01%	461
2025 Q1	$452K	Hold	3,000	–	–	0.01%	446
2024 Q4	$554K	Hold	3,000	–	–	0.01%	399
2024 Q3	$591K	Hold	3,000	–	–	0.01%	390
2024 Q2	$620K	Hold	3,000	–	–	0.01%	358
2024 Q1	$813K	Hold	3,000	–	–	0.01%	303
2023 Q4	$709K	Buy	+3,000	New	+$590K	0.01%	306

Other funds holding CRL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Valmark Advisers's CRL Position: Q2 2026 in Review

Valmark Advisers held its Charles River Laboratories (CRL) position steady in Q2 2026 at 3,000 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #438.

Valmark Advisers first reported a position in CRL in Q4 2023 and has held it in 11 quarters since. The position peaked at $813K in Q1 2024. 565 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

Valmark Advisers held 3,000 shares of Charles River Laboratories worth $680K as of Q2 2026.
Valmark Advisers left its Charles River Laboratories share count unchanged in Q2 2026.
Charles River Laboratories made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #438 holding.
Valmark Advisers first reported a position in Charles River Laboratories in Q4 2023 and has held it in 11 quarters since.
Valmark Advisers's Charles River Laboratories position peaked at $813K in Q1 2024.
565 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.