D.A. Davidson & Co’s CorVel CRVL Stock Holding History

D.A. Davidson & Co’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	$320K	Hold	5,853	–	–	﹤0.01%	1329
2025 Q4	$400K	Hold	5,853	–	–	﹤0.01%	1227
2025 Q3	$452K	Hold	5,853	–	–	﹤0.01%	1167
2025 Q2	$606K	Hold	5,853	–	–	﹤0.01%	975
2025 Q1	$655K	Hold	5,853	–	–	0.01%	915
2024 Q4	$657K	Hold	5,853	–	–	0.01%	928
2024 Q3	$638K	Hold	5,853	–	–	0.01%	921
2024 Q2	$491K	Hold	5,853	–	–	﹤0.01%	986
2024 Q1	$513K	Hold	5,853	–	–	﹤0.01%	979
2023 Q4	$482K	Hold	5,853	–	–	﹤0.01%	968
2023 Q3	$384K	Hold	5,853	–	–	﹤0.01%	995
2023 Q2	$378K	Hold	5,853	–	–	﹤0.01%	1004
2023 Q1	$369K	Hold	5,853	–	–	﹤0.01%	1003
2022 Q4	$284K	Hold	5,853	–	–	﹤0.01%	1073
2022 Q3	$272K	Hold	5,853	–	–	﹤0.01%	1043
2022 Q2	$287K	Hold	5,853	–	–	﹤0.01%	1029
2022 Q1	$329K	Sell	5,853 -210	-3%	-$11.9K	﹤0.01%	1039
2021 Q4	$423K	Hold	6,063	–	–	﹤0.01%	934
2021 Q3	$376K	Hold	6,063	–	–	﹤0.01%	930
2021 Q2	$271K	Hold	6,063	–	–	﹤0.01%	1032
2021 Q1	$207K	Hold	6,063	–	–	﹤0.01%	1088
2020 Q4	$214K	Buy	+6,063	New	+$188K	﹤0.01%	949

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