CPG
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Cornerstone Planning Group’s CorVel CRVL Stock Holding History

Cornerstone Planning Group’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 		$1.18K Buy
+20
New +$1.17K ﹤0.01% 1458

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning Group's CRVL Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in CorVel (CRVL) in Q2 2026: 20 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Cornerstone Planning Group held 20 shares of CorVel worth $1.18K as of Q2 2026.
  • CorVel was a new Cornerstone Planning Group position in Q2 2026.
  • CorVel made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1458 holding.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.