Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s CorVel CRVL Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-2,313
Closed -$257K – 1583
2024
Q4 		$257K Sell
2,313
-633
-21% -$70.9K ﹤0.01% 1573
2024
Q3 		$321K Buy
+2,946
New +$295K ﹤0.01% 1411

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Envestnet Portfolio Solutions's CRVL Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of CorVel (CRVL) in Q1 2025, closing a stake of 2,313 shares — an estimated $257K sold.

Envestnet Portfolio Solutions first reported a position in CRVL in Q3 2024 and held it in 2 quarters. The position peaked at $321K in Q3 2024. 277 funds tracked by Wall St. Rank hold CRVL as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining CorVel position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,313 CorVel shares in Q1 2025, an estimated $257K.
  • Envestnet Portfolio Solutions first reported a position in CorVel in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's CorVel position peaked at $321K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held CorVel as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.