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 Q2	$332K	Sell	5,314 -1,635	-24%	-$95.3K	﹤0.01%	1911
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 $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

Integrated Wealth Concepts's CRVL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CorVel (CRVL) stake by 24% in Q2 2026, selling an estimated $95.3K and leaving 5,314 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Integrated Wealth Concepts first reported a position in CRVL in Q1 2023 and has held it in 14 quarters since. The position peaked at $523K in Q3 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Integrated Wealth Concepts held 5,314 shares of CorVel worth $332K as of Q2 2026.
Integrated Wealth Concepts sold 1,635 CorVel shares in Q2 2026, an estimated $95.3K.
CorVel made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1911 holding.
Integrated Wealth Concepts first reported a position in CorVel in Q1 2023 and has held it in 14 quarters since.
Integrated Wealth Concepts's CorVel position peaked at $523K in Q3 2025.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.