Clearstead Trust’s CorVel CRVL Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-19	Closed	-$1.47K	–	1129
2025 Q3	$1.47K	Hold	19	–	–	﹤0.01%	1091
2025 Q2	$1.95K	Buy	+19	New	+$2.09K	﹤0.01%	965

Other funds holding CRVL

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clearstead Trust's CRVL Position: Q4 2025 in Review

Clearstead Trust sold out of CorVel (CRVL) in Q4 2025, closing a stake of 19 shares — an estimated $1.47K sold.

Clearstead Trust first reported a position in CRVL in Q2 2025 and held it in 2 quarters. The position peaked at $1.95K in Q2 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q4 2025.

Clearstead Trust reported no remaining CorVel position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 19 CorVel shares in Q4 2025, an estimated $1.47K.
Clearstead Trust first reported a position in CorVel in Q2 2025 and held it in 2 quarters.
Clearstead Trust's CorVel position peaked at $1.95K in Q2 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.