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Coldstream Capital Management’s CorVel CRVL Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-372
Closed -$41.7K – 1623
2025
Q1 		$41.7K Buy
+372
New +$41.5K ﹤0.01% 1795

Other funds holding CRVL

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coldstream Capital Management's CRVL Position: Q2 2025 in Review

Coldstream Capital Management sold out of CorVel (CRVL) in Q2 2025, closing a stake of 372 shares — an estimated $41.7K sold.

Coldstream Capital Management first reported a position in CRVL in Q1 2025 and held it in 1 quarter. The position peaked at $41.7K in Q1 2025. 296 funds tracked by Wall St. Rank hold CRVL as of Q2 2025.

  • Coldstream Capital Management reported no remaining CorVel position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 372 CorVel shares in Q2 2025, an estimated $41.7K.
  • Coldstream Capital Management first reported a position in CorVel in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's CorVel position peaked at $41.7K in Q1 2025.
  • 296 funds tracked by Wall St. Rank held CorVel as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.