Carson Wealth (CWM LLC)
CRVL icon

Carson Wealth (CWM LLC)’s CorVel CRVL Stock Holding History

Carson Wealth (CWM LLC)’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 		$379K Buy
6,942
+5,704
+461% +$328K ﹤0.01% 2226
2025
Q4 		$84K Sell
1,238
-18
-1% -$1.3K ﹤0.01% 3195
2025
Q3 		$97K Sell
1,256
-684
-35% -$61K ﹤0.01% 3011
2025
Q2 		$199K Sell
1,940
-6
-0.3% -$661 ﹤0.01% 2174
2025
Q1 		$218K Buy
1,946
+42
+2% +$4.69K ﹤0.01% 1867
2024
Q4 		$212K Buy
1,904
+884
+87% +$99K ﹤0.01% 1792
2024
Q3 		$111K Buy
1,020
+57
+6% +$5.7K ﹤0.01% 2138
2024
Q2 		$82K Buy
963
+12
+1% +$991 ﹤0.01% 2110
2024
Q1 		$83K Buy
951
+3
+0.3% +$241 ﹤0.01% 1991
2023
Q4 		$78K Sell
948
-30
-3% -$2.13K ﹤0.01% 1897
2023
Q3 		$64K Sell
978
-168
-15% -$11.6K ﹤0.01% 1916
2023
Q2 		$74K Buy
1,146
+87
+8% +$5.82K ﹤0.01% 1731
2023
Q1 		$67K Hold
1,059
– – ﹤0.01% 1709
2022
Q4 		$51K Sell
1,059
-966
-48% -$48.1K ﹤0.01% 1716
2022
Q3 		$93K Buy
2,025
+951
+89% +$49.3K ﹤0.01% 1368
2022
Q2 		$53K Sell
1,074
-27
-2% -$1.39K ﹤0.01% 1604
2022
Q1 		$62K Buy
1,101
+27
+3% +$1.53K ﹤0.01% 1511
2021
Q4 		$74K Buy
+1,074
New +$67.5K ﹤0.01% 1421
2021
Q2 		$48K Hold
1,074
– – ﹤0.01% 1418
2021
Q1 		$48K Hold
1,074
– – ﹤0.01% 1418
2020
Q4 		$48K Hold
1,074
– – ﹤0.01% 1418
2020
Q3 		$48K Hold
1,074
– – ﹤0.01% 1418
2020
Q2 		$48K Hold
1,074
– – ﹤0.01% 1418
2020
Q1 		$48K Hold
1,074
– – ﹤0.01% 1418
2019
Q4 		$48K Hold
1,074
– – ﹤0.01% 1418
2019
Q3 		$48K Hold
1,074
– – ﹤0.01% 1418
2019
Q2 		$48K Hold
1,074
– – ﹤0.01% 1418
2019
Q1 		$48K Buy
+1,074
New +$22.9K ﹤0.01% 1418

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRVL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CorVel (CRVL) stake by 461% in Q1 2026, buying an estimated $328K and bringing the position to 6,942 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Carson Wealth (CWM LLC) first reported a position in CRVL in Q1 2019 and has held it in 28 quarters since. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,942 shares of CorVel worth $379K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,704 CorVel shares in Q1 2026, an estimated $328K.
  • CorVel made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2226 holding.
  • Carson Wealth (CWM LLC) first reported a position in CorVel in Q1 2019 and has held it in 28 quarters since.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.