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Wealthspire Advisors (New York)’s Charles River Laboratories CRL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-378
Closed -$59.1K – 1430
2025
Q3 		$59.1K Buy
+378
New +$60K ﹤0.01% 1181

Other funds holding CRL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Wealthspire Advisors (New York)'s CRL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 378 shares — an estimated $59.1K sold.

Wealthspire Advisors (New York) first reported a position in CRL in Q3 2025 and held it in 1 quarter. The position peaked at $59.1K in Q3 2025. 583 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 378 Charles River Laboratories shares in Q4 2025, an estimated $59.1K.
  • Wealthspire Advisors (New York) first reported a position in Charles River Laboratories in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Charles River Laboratories position peaked at $59.1K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.