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IFP Advisors’s CorVel CRVL Stock Holding History

IFP 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 		$31.6K Sell
578
-40
-6% -$2.3K ﹤0.01% 2517
2025
Q4 		$41.8K Sell
618
-3
-0.5% -$217 ﹤0.01% 2293
2025
Q3 		$48.1K Buy
621
+10
+2% +$892 ﹤0.01% 2093
2025
Q2 		$64.6K Sell
611
-8
-1% -$882 ﹤0.01% 1904
2025
Q1 		$69.3K Hold
619
– – ﹤0.01% 1728
2024
Q4 		$68.9K Buy
619
+1
+0.2% +$112 ﹤0.01% 1669
2024
Q3 		$67.3K Buy
+618
New +$61.8K ﹤0.01% 1587
2023
Q1 		– Sell
-834
Closed -$15K – 3575
2022
Q4 		$15K Sell
834
-9
-1% -$448 ﹤0.01% 3100
2022
Q3 		$18K Hold
843
– – ﹤0.01% 3174
2022
Q2 		$18K Hold
843
– – ﹤0.01% 2929
2022
Q1 		$18K Buy
+843
New +$47.9K ﹤0.01% 2929

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's CRVL Position: Q1 2026 in Review

IFP Advisors reduced its CorVel (CRVL) stake by 6.5% in Q1 2026, selling an estimated $2.3K and leaving 578 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

IFP Advisors first reported a position in CRVL in Q1 2022 and has held it in 11 quarters since. The position peaked at $69.3K in Q1 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • IFP Advisors held 578 shares of CorVel worth $31.6K as of Q1 2026.
  • IFP Advisors sold 40 CorVel shares in Q1 2026, an estimated $2.3K.
  • CorVel made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2517 holding.
  • IFP Advisors first reported a position in CorVel in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's CorVel position peaked at $69.3K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.