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Clearstead Advisors’s CorVel CRVL Stock Holding History

Clearstead Advisors’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 		$2.94K Buy
+47
New +$2.74K ﹤0.01% 2346
2025
Q4 		– Sell
-4
Closed -$310 – 2856
2025
Q3 		$310 Buy
+4
New +$357 ﹤0.01% 2799

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Clearstead Advisors's CRVL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CorVel (CRVL) in Q2 2026: 47 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #2346 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CRVL as recently as Q3 2025.

Clearstead Advisors first reported a position in CRVL in Q3 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Clearstead Advisors held 47 shares of CorVel worth $2.94K as of Q2 2026.
  • CorVel was a new Clearstead Advisors position in Q2 2026.
  • CorVel made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2346 holding.
  • Clearstead Advisors first reported a position in CorVel in Q3 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.