Action Point Financial Planning’s CorVel CRVL Stock Holding History

Action Point Financial Planning’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501	Buy	+9	New	+$525	﹤0.01%	2632

Other funds holding CRVL

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's CRVL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CorVel (CRVL) in Q2 2026: 9 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #2632 among its holdings.

288 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Action Point Financial Planning held 9 shares of CorVel worth $501 as of Q2 2026.
CorVel was a new Action Point Financial Planning position in Q2 2026.
CorVel made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2632 holding.
288 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.