JFS Wealth Advisors’s CorVel CRVL Stock Holding History

JFS Wealth 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	$1.13K	Buy	18 +3	+20%	+$175	﹤0.01%	1769
2026 Q1	$820	Sell	15 -30	-67%	-$1.73K	﹤0.01%	1702
2025 Q4	$3.05K	Buy	45 +9	+25%	+$652	﹤0.01%	1420
2025 Q3	$2.79K	Sell	36 -1	-3%	-$89	﹤0.01%	1344
2025 Q2	$3.8K	Hold	37	–	–	﹤0.01%	1183
2025 Q1	$4.14K	Buy	37 +1	+3%	+$112	﹤0.01%	1196
2024 Q4	$4.01K	Hold	36	–	–	﹤0.01%	1206
2024 Q3	$3.92K	Hold	36	–	–	﹤0.01%	1208
2024 Q2	$3.05K	Hold	36	–	–	﹤0.01%	1264
2024 Q1	$3.16K	Hold	36	–	–	﹤0.01%	1276
2023 Q4	$2.97K	Hold	36	–	–	﹤0.01%	1264
2023 Q3	$2.36K	Hold	36	–	–	﹤0.01%	1295
2023 Q2	$2.32K	Hold	36	–	–	﹤0.01%	1329
2023 Q1	$2.28K	Buy	36 +6	+20%	+$351	﹤0.01%	1308
2022 Q4	$1.45K	Sell	30 -9	-23%	-$448	﹤0.01%	1492
2022 Q3	$2K	Buy	39 +30	+333%	+$1.56K	﹤0.01%	1298
2022 Q2	$0	Sell	9 -21	-70%	-$1.08K	﹤0.01%	1785
2022 Q1	$2K	Buy	30 +15	+100%	+$852	﹤0.01%	1395
2021 Q4	$1K	Buy	+15	New	+$942	﹤0.01%	1311

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

JFS Wealth Advisors's CRVL Position: Q2 2026 in Review

JFS Wealth Advisors increased its CorVel (CRVL) stake by 20% in Q2 2026, buying an estimated $175 and bringing the position to 18 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

JFS Wealth Advisors first reported a position in CRVL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.14K in Q1 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

JFS Wealth Advisors held 18 shares of CorVel worth $1.13K as of Q2 2026.
JFS Wealth Advisors bought 3 CorVel shares in Q2 2026, an estimated $175.
CorVel made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1769 holding.
JFS Wealth Advisors first reported a position in CorVel in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's CorVel position peaked at $4.14K in Q1 2025.
289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.