Creative Planning
CRVL icon

Creative Planning’s CorVel CRVL Stock Holding History

Creative Planning’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 		$8.26M Buy
132,045
+50,416
+62% +$2.94M ﹤0.01% 1025
2026
Q1 		$4.46M Buy
81,629
+57,122
+233% +$3.29M ﹤0.01% 1293
2025
Q4 		$1.66M Buy
24,507
+12,013
+96% +$870K ﹤0.01% 1873
2025
Q3 		$967K Buy
12,494
+3,746
+43% +$334K ﹤0.01% 2147
2025
Q2 		$899K Sell
8,748
-1,530
-15% -$169K ﹤0.01% 1955
2025
Q1 		$1.15M Buy
10,278
+3,342
+48% +$373K ﹤0.01% 1611
2024
Q4 		$772K Buy
6,936
+852
+14% +$95.4K ﹤0.01% 1864
2024
Q3 		$663K Buy
6,084
+963
+19% +$96.3K ﹤0.01% 1855
2024
Q2 		$434K Buy
5,121
+333
+7% +$27.5K ﹤0.01% 2053
2024
Q1 		$420K Buy
4,788
+270
+6% +$21.7K ﹤0.01% 1990
2023
Q4 		$372K Buy
4,518
+123
+3% +$8.72K ﹤0.01% 1931
2023
Q3 		$288K Buy
4,395
+27
+0.6% +$1.86K ﹤0.01% 1974
2023
Q2 		$282K Sell
4,368
-2,316
-35% -$155K ﹤0.01% 1954
2023
Q1 		$424K Buy
6,684
+645
+11% +$37.7K ﹤0.01% 1575
2022
Q4 		$293K Sell
6,039
-567
-9% -$28.2K ﹤0.01% 1744
2022
Q3 		$305K Buy
6,606
+885
+15% +$45.9K ﹤0.01% 1635
2022
Q2 		$281K Sell
5,721
-201
-3% -$10.3K ﹤0.01% 1657
2022
Q1 		$333K Hold
5,922
– – ﹤0.01% 1559
2021
Q4 		$411K Hold
5,922
– – ﹤0.01% 1422
2021
Q3 		$368K Buy
5,922
+201
+4% +$10.5K ﹤0.01% 1476
2021
Q2 		$256K Buy
+5,721
New +$226K ﹤0.01% 1646
2017
Q3 		– Sell
-5,400
Closed -$85K – 2256
2017
Q2 		$85K Hold
5,400
– – ﹤0.01% 2104
2017
Q1 		$78K Buy
+5,400
New +$71.1K ﹤0.01% 2127
2014
Q4 		– Sell
-42
Closed – – 4176
2014
Q3 		$0 Buy
+42
New +$566 ﹤0.01% 4013

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

Creative Planning's CRVL Position: Q2 2026 in Review

Creative Planning increased its CorVel (CRVL) stake by 62% in Q2 2026, buying an estimated $2.94M and bringing the position to 132,045 shares worth $8.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Creative Planning first reported a position in CRVL in Q3 2014 and has held it in 24 quarters since. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Creative Planning held 132,045 shares of CorVel worth $8.26M as of Q2 2026.
  • Creative Planning bought 50,416 CorVel shares in Q2 2026, an estimated $2.94M.
  • CorVel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1025 holding.
  • Creative Planning first reported a position in CorVel in Q3 2014 and has held it in 24 quarters since.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.