Integrated Wealth Concepts’s CorVel CRVL Stock Holding History

Integrated Wealth Concepts’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	$380K	Buy	6,949 +3,852	+124%	+$222K	﹤0.01%	1718
2025 Q4	$210K	Sell	3,097 -3,655	-54%	-$265K	﹤0.01%	1504
2025 Q3	$523K	Buy	6,752 +2,727	+68%	+$243K	﹤0.01%	1313
2025 Q2	$414K	Buy	4,025 +225	+6%	+$24.8K	﹤0.01%	1376
2025 Q1	$425K	Buy	3,800 +389	+11%	+$43.4K	0.01%	1219
2024 Q4	$380K	Sell	3,411 -48	-1%	-$5.37K	﹤0.01%	1250
2024 Q3	$377K	Sell	3,459 -132	-4%	-$13.2K	﹤0.01%	1212
2024 Q2	$304K	Hold	3,591	–	–	﹤0.01%	1308
2024 Q1	$315K	Sell	3,591 -51	-1%	-$4.1K	﹤0.01%	1299
2023 Q4	$300K	Hold	3,642	–	–	﹤0.01%	1269
2023 Q3	$239K	Sell	3,642 -138	-4%	-$9.52K	﹤0.01%	1339
2023 Q2	$244K	Sell	3,780 -12	-0.3%	-$803	﹤0.01%	1331
2023 Q1	$241K	Buy	+3,792	New	+$222K	0.01%	1160

Other funds holding CRVL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's CRVL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CorVel (CRVL) stake by 124% in Q1 2026, buying an estimated $222K and bringing the position to 6,949 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Integrated Wealth Concepts first reported a position in CRVL in Q1 2023 and has held it in 13 quarters since. The position peaked at $523K in Q3 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Integrated Wealth Concepts held 6,949 shares of CorVel worth $380K as of Q1 2026.
Integrated Wealth Concepts bought 3,852 CorVel shares in Q1 2026, an estimated $222K.
CorVel made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1718 holding.
Integrated Wealth Concepts first reported a position in CorVel in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's CorVel position peaked at $523K in Q3 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.