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Intentional Wealth Strategies’s CorVel CRVL Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-300
Closed -$16.4K – 259
2026
Q1 		$16.4K Buy
+300
New +$17.3K 0.02% 305

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

Intentional Wealth Strategies's CRVL Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of CorVel (CRVL) in Q2 2026, closing a stake of 300 shares — an estimated $16.4K sold.

Intentional Wealth Strategies first reported a position in CRVL in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining CorVel position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 300 CorVel shares in Q2 2026, an estimated $16.4K.
  • Intentional Wealth Strategies first reported a position in CorVel in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's CorVel position peaked at $16.4K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.