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Whipplewood Advisors’s Charles River Laboratories CRL Stock Holding History

Whipplewood 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 		$1.36K Sell
6
-7
-54% -$1.25K ﹤0.01% 496
2026
Q1 		$2.24K Buy
+13
New +$2.41K ﹤0.01% 756
2025
Q3 		– Sell
-19
Closed -$2.88K – 498
2025
Q2 		$2.88K Sell
19
-19
-50% -$2.53K ﹤0.01% 808
2025
Q1 		$3.91K Buy
38
+12
+46% +$2.01K ﹤0.01% 749
2024
Q4 		$4.8K Buy
+26
New +$5.01K ﹤0.01% 704

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

Whipplewood Advisors's CRL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Charles River Laboratories (CRL) stake by 54% in Q2 2026, selling an estimated $1.25K and leaving 6 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Whipplewood Advisors first reported a position in CRL in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.8K in Q4 2024. 563 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Whipplewood Advisors held 6 shares of Charles River Laboratories worth $1.36K as of Q2 2026.
  • Whipplewood Advisors sold 7 Charles River Laboratories shares in Q2 2026, an estimated $1.25K.
  • Charles River Laboratories made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #496 holding.
  • Whipplewood Advisors first reported a position in Charles River Laboratories in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Charles River Laboratories position peaked at $4.8K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.