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
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 $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CRVL Position: Q1 2026 in Review

Creative Planning increased its CorVel (CRVL) stake by 233% in Q1 2026, buying an estimated $3.29M and bringing the position to 81,629 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Creative Planning first reported a position in CRVL in Q3 2014 and has held it in 23 quarters since. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Creative Planning held 81,629 shares of CorVel worth $4.46M as of Q1 2026.
  • Creative Planning bought 57,122 CorVel shares in Q1 2026, an estimated $3.29M.
  • CorVel made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1293 holding.
  • Creative Planning first reported a position in CorVel in Q3 2014 and has held it in 23 quarters since.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.