Covestor’s CorVel CRVL Stock Holding History

Covestor’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	$60K	Sell	1,101 -848	-44%	-$48.8K	0.04%	584
2025 Q4	$132K	Buy	1,949 +399	+26%	+$28.9K	0.07%	403
2025 Q3	$120K	Buy	1,550 +495	+47%	+$44.1K	0.07%	469
2025 Q2	$109K	Sell	1,055 -337	-24%	-$37.1K	0.06%	503
2025 Q1	$156K	Sell	1,392 -1	-0.1%	-$112	0.1%	238
2024 Q4	$155K	Buy	1,393 +52	+4%	+$5.82K	0.1%	280
2024 Q3	$146K	Sell	1,341 -219	-14%	-$21.9K	0.09%	319
2024 Q2	$132K	Hold	1,560	–	–	0.09%	331
2024 Q1	$137K	Sell	1,560 -117	-7%	-$9.41K	0.09%	324
2023 Q4	$138K	Sell	1,677 -6	-0.4%	-$425	0.09%	295
2023 Q3	$110K	Buy	1,683 +3	+0.2%	+$207	0.08%	358
2023 Q2	$108K	Sell	1,680 -348	-17%	-$23.3K	0.08%	390
2023 Q1	$129K	Buy	2,028 +111	+6%	+$6.49K	0.11%	258
2022 Q4	$93K	Hold	1,917	–	–	0.08%	422
2022 Q3	$89K	Buy	1,917 +1,911	+31,850%	+$99.1K	0.08%	410
2022 Q2	$0	Sell	6 -3	-33%	-$154	﹤0.01%	1986
2022 Q1	$1K	Sell	9 -12	-57%	-$682	﹤0.01%	1767
2021 Q4	$2K	Buy	+21	New	+$1.32K	﹤0.01%	1526

Other funds holding CRVL

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return