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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
Q2 		$60.8K Buy
973
+395
+68% +$23K ﹤0.01% 2278
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's CRVL Position: Q2 2026 in Review

IFP Advisors increased its CorVel (CRVL) stake by 68% in Q2 2026, buying an estimated $23K and bringing the position to 973 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

IFP Advisors first reported a position in CRVL in Q1 2022 and has held it in 12 quarters since. The position peaked at $69.3K in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • IFP Advisors held 973 shares of CorVel worth $60.8K as of Q2 2026.
  • IFP Advisors bought 395 CorVel shares in Q2 2026, an estimated $23K.
  • CorVel made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2278 holding.
  • IFP Advisors first reported a position in CorVel in Q1 2022 and has held it in 12 quarters since.
  • IFP Advisors's CorVel position peaked at $69.3K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.