Edgestream Partners’s CorVel CRVL Stock Holding History

Edgestream Partners’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	$401K	Sell	7,343 -16,304	-69%	-$939K	0.01%	768
2025 Q4	$1.6M	Sell	23,647 -7,368	-24%	-$534K	0.05%	588
2025 Q3	$2.4M	Buy	+31,015	New	+$2.77M	0.07%	478
2024 Q4	–	Sell	-12,306	Closed	-$1.34M	–	889
2024 Q3	$1.34M	Buy	12,306 +3,444	+39%	+$344K	0.06%	509
2024 Q2	$751K	Sell	8,862 -14,934	-63%	-$1.23M	0.04%	589
2024 Q1	$2.09M	Buy	23,796 +306	+1%	+$24.6K	0.1%	327
2023 Q4	$1.94M	Buy	23,490 +9,477	+68%	+$672K	0.14%	252
2023 Q3	$919K	Buy	14,013 +4,248	+44%	+$293K	0.07%	423
2023 Q2	$630K	Buy	+9,765	New	+$653K	0.06%	477

Other funds holding CRVL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

Edgestream Partners's CRVL Position: Q1 2026 in Review

Edgestream Partners reduced its CorVel (CRVL) stake by 69% in Q1 2026, selling an estimated $939K and leaving 7,343 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #768.

Edgestream Partners first reported a position in CRVL in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.4M in Q3 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Edgestream Partners held 7,343 shares of CorVel worth $401K as of Q1 2026.
Edgestream Partners sold 16,304 CorVel shares in Q1 2026, an estimated $939K.
CorVel made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #768 holding.
Edgestream Partners first reported a position in CorVel in Q2 2023 and has held it in 9 quarters since.
Edgestream Partners's CorVel position peaked at $2.4M in Q3 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.