AssetMark Inc’s CorVel CRVL Stock Holding History

AssetMark Inc’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	$875	Buy	14 +1	+8%	+$58	﹤0.01%	3176
2026 Q1	$710	Sell	13 -35	-73%	-$2.02K	﹤0.01%	3109
2025 Q4	$3.25K	Buy	48 +30	+167%	+$2.17K	﹤0.01%	2622
2025 Q3	$1.39K	Buy	18 +3	+20%	+$268	﹤0.01%	2713
2025 Q2	$1.54K	Buy	+15	New	+$1.65K	﹤0.01%	2506
2018 Q1	–	Sell	-9	Closed	–	–	1525
2017 Q4	$0	Buy	+9	New	+$170	﹤0.01%	1911
2017 Q1	–	Sell	-12	Closed	–	–	1293
2016 Q4	$0	Buy	+12	New	+$137	﹤0.01%	1262

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

AssetMark Inc's CRVL Position: Q2 2026 in Review

AssetMark Inc increased its CorVel (CRVL) stake by 7.7% in Q2 2026, buying an estimated $58 and bringing the position to 14 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

AssetMark Inc first reported a position in CRVL in Q4 2016 and has held it in 7 quarters since. The position peaked at $3.25K in Q4 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

AssetMark Inc held 14 shares of CorVel worth $875 as of Q2 2026.
AssetMark Inc bought 1 CorVel share in Q2 2026, an estimated $58.
CorVel made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3176 holding.
AssetMark Inc first reported a position in CorVel in Q4 2016 and has held it in 7 quarters since.
AssetMark Inc's CorVel position peaked at $3.25K in Q4 2025.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.