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 Q2	$33.7K	Buy	539 +209	+63%	+$12.2K	﹤0.01%	2050
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EverSource Wealth Advisors's CRVL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CorVel (CRVL) stake by 63% in Q2 2026, buying an estimated $12.2K and bringing the position to 539 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

EverSource Wealth Advisors first reported a position in CRVL in Q4 2021 and has held it in 19 quarters since. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

EverSource Wealth Advisors held 539 shares of CorVel worth $33.7K as of Q2 2026.
EverSource Wealth Advisors bought 209 CorVel shares in Q2 2026, an estimated $12.2K.
CorVel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2050 holding.
EverSource Wealth Advisors first reported a position in CorVel in Q4 2021 and has held it in 19 quarters since.
289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.