Allworth Financial’s CorVel CRVL Stock Holding History

Allworth Financial’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 Q1	$63.3K	Buy	1,158 +531	+85%	+$30.6K	﹤0.01%	2148
2025 Q4	$42.4K	Buy	627 +51	+9%	+$3.69K	﹤0.01%	2306
2025 Q3	$44.6K	Buy	576 +19	+3%	+$1.7K	﹤0.01%	2178
2025 Q2	$57.2K	Sell	557 -17	-3%	-$1.87K	﹤0.01%	1871
2025 Q1	$63.8K	Buy	574 +560	+4,000%	+$62.5K	﹤0.01%	1446
2024 Q4	$1.53K	Buy	14 +5	+56%	+$560	﹤0.01%	3251
2024 Q3	$981	Hold	9	–	–	﹤0.01%	3225
2024 Q2	$853	Hold	9	–	–	﹤0.01%	3219
2024 Q1	$789	Sell	9 -3	-25%	-$241	﹤0.01%	3153
2023 Q4	$989	Hold	12	–	–	﹤0.01%	2946
2023 Q3	$787	Buy	12 +9	+300%	+$621	﹤0.01%	2919
2023 Q2	$194	Hold	3	–	–	﹤0.01%	3107
2023 Q1	$191	Buy	+3	New	+$175	﹤0.01%	3017
2021 Q3	–	Sell	-7,140	Closed	-$320K	–	1882
2021 Q2	$320K	Hold	7,140	–	–	0.01%	310
2021 Q1	$244K	Hold	7,140	–	–	0.01%	329
2020 Q4	$252K	Hold	7,140	–	–	0.01%	258
2020 Q3	$203K	Hold	7,140	–	–	0.01%	240
2020 Q2	$169K	Hold	7,140	–	–	0.01%	255
2020 Q1	$130K	Hold	7,140	–	–	﹤0.01%	287
2019 Q4	$208K	Hold	7,140	–	–	0.01%	190
2019 Q3	$180K	Hold	7,140	–	–	0.01%	178
2019 Q2	$207K	Hold	7,140	–	–	0.01%	165
2019 Q1	$155K	Hold	7,140	–	–	0.01%	187
2018 Q4	$147K	Hold	7,140	–	–	0.01%	171
2018 Q3	$143K	Hold	7,140	–	–	0.01%	188
2018 Q2	$129K	Hold	7,140	–	–	0.01%	194
2018 Q1	$120K	Hold	7,140	–	–	0.01%	165
2017 Q4	$126K	Hold	7,140	–	–	0.01%	153
2017 Q3	$129K	Hold	7,140	–	–	0.01%	147
2017 Q2	$113K	Hold	7,140	–	–	0.01%	167
2017 Q1	$104K	Hold	7,140	–	–	0.01%	159
2016 Q4	$87K	Hold	7,140	–	–	0.01%	165
2016 Q3	$91K	Hold	7,140	–	–	0.01%	155
2016 Q2	$103K	Hold	7,140	–	–	0.01%	147
2016 Q1	$94K	Hold	7,140	–	–	0.01%	155
2015 Q4	$105K	Hold	7,140	–	–	0.02%	142
2015 Q3	$77K	Hold	7,140	–	–	0.03%	159
2015 Q2	$76K	Hold	7,140	–	–	0.03%	163
2015 Q1	$82K	Buy	+7,140	New	+$83.3K	0.03%	162

Other funds holding CRVL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's CRVL Position: Q1 2026 in Review

Allworth Financial increased its CorVel (CRVL) stake by 85% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,158 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Allworth Financial first reported a position in CRVL in Q1 2015 and has held it in 39 quarters since. The position peaked at $320K in Q2 2021. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Allworth Financial held 1,158 shares of CorVel worth $63.3K as of Q1 2026.
Allworth Financial bought 531 CorVel shares in Q1 2026, an estimated $30.6K.
CorVel made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2148 holding.
Allworth Financial first reported a position in CorVel in Q1 2015 and has held it in 39 quarters since.
Allworth Financial's CorVel position peaked at $320K in Q2 2021.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.