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Wealth Alliance’s Charles River Laboratories CRL Stock Holding History

Wealth Alliance’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
Q2 		– Sell
-1,655
Closed -$249K – 546
2025
Q1 		$249K Sell
1,655
-67
-4% -$11.2K 0.03% 441
2024
Q4 		$318K Sell
1,722
-183
-10% -$35.3K 0.04% 368
2024
Q3 		$375K Buy
1,905
+37
+2% +$7.69K 0.04% 342
2024
Q2 		$386K Buy
1,868
+10
+0.5% +$2.27K 0.05% 313
2024
Q1 		$503K Buy
1,858
+6
+0.3% +$1.43K 0.07% 270
2023
Q4 		$438K Sell
1,852
-22
-1% -$4.33K 0.06% 283
2023
Q3 		$367K Sell
1,874
-49
-3% -$10.1K 0.06% 296
2023
Q2 		$404K Buy
1,923
+235
+14% +$46.8K 0.06% 292
2023
Q1 		$341K Sell
1,688
-82
-5% -$18.6K 0.06% 323
2022
Q4 		$386K Buy
1,770
+353
+25% +$77.1K 0.07% 282
2022
Q3 		$279K Sell
1,417
-252
-15% -$54.4K 0.06% 338
2022
Q2 		$358K Buy
1,669
+75
+5% +$18.3K 0.07% 280
2022
Q1 		$453K Buy
1,594
+29
+2% +$8.94K 0.09% 237
2021
Q4 		$590K Sell
1,565
-59
-4% -$22.9K 0.12% 195
2021
Q3 		$670K Sell
1,624
-24
-1% -$9.97K 0.15% 154
2021
Q2 		$610K Buy
1,648
+112
+7% +$37.4K 0.14% 167
2021
Q1 		$445K Buy
1,536
+85
+6% +$23.6K 0.12% 193
2020
Q4 		$363K Sell
1,451
-242
-14% -$57.6K 0.11% 233
2020
Q3 		$383K Buy
1,693
+30
+2% +$6.23K 0.14% 179
2020
Q2 		$290K Buy
+1,663
New +$265K 0.11% 227

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealth Alliance's CRL Position: Q2 2025 in Review

Wealth Alliance sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 1,655 shares — an estimated $249K sold.

Wealth Alliance first reported a position in CRL in Q2 2020 and held it in 20 quarters. The position peaked at $670K in Q3 2021. 519 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

  • Wealth Alliance reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,655 Charles River Laboratories shares in Q2 2025, an estimated $249K.
  • Wealth Alliance first reported a position in Charles River Laboratories in Q2 2020 and held it in 20 quarters.
  • Wealth Alliance's Charles River Laboratories position peaked at $670K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.