EverSource Wealth Advisors’s CorVel CRVL Stock Holding History

EverSource Wealth Advisors’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	$18K	Buy	330 +303	+1,122%	+$17.4K	﹤0.01%	2569
2025 Q4	$1.83K	Sell	27 -153	-85%	-$11.1K	﹤0.01%	3533
2025 Q3	$13.9K	Buy	180 +74	+70%	+$6.6K	﹤0.01%	2619
2025 Q2	$10.9K	Buy	106 +77	+266%	+$8.49K	﹤0.01%	2754
2025 Q1	$3.25K	Sell	29 -4	-12%	-$447	﹤0.01%	2697
2024 Q4	$3.67K	Buy	33 +15	+83%	+$1.68K	﹤0.01%	2475
2024 Q3	$1.96K	Buy	18 +6	+50%	+$600	﹤0.01%	2557
2024 Q2	$1.23K	Hold	12	–	–	﹤0.01%	2693
2024 Q1	$955	Hold	12	–	–	﹤0.01%	2599
2023 Q4	$989	Hold	12	–	–	﹤0.01%	2404
2023 Q3	$787	Sell	12 -21	-64%	-$1.45K	﹤0.01%	2303
2023 Q2	$2.13K	Hold	33	–	–	﹤0.01%	2004
2023 Q1	$2.09K	Hold	33	–	–	﹤0.01%	1927
2022 Q4	$1.6K	Hold	33	–	–	﹤0.01%	1980
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	1644
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	1483
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	1504
2021 Q4	$2K	Buy	+33	New	+$2.07K	﹤0.01%	1523

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