Kolinsky Wealth Management’s CorVel CRVL Stock Holding History

Kolinsky Wealth Management’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
2024 Q4	$579K	Hold	5,205	–	–	0.35%	58
2024 Q3	$567K	Hold	5,205	–	–	0.37%	57
2024 Q2	$441K	Buy	5,205 +3	+0.1%	+$248	0.32%	68
2024 Q1	$456K	Sell	5,202 -42	-0.8%	-$3.38K	0.35%	67
2023 Q4	$432K	Sell	5,244 -21	-0.4%	-$1.49K	0.38%	64
2023 Q3	$345K	Buy	5,265 +54	+1%	+$3.72K	0.34%	70
2023 Q2	$338K	Buy	5,211 +339	+7%	+$22.7K	0.32%	77
2023 Q1	$309K	Buy	4,872 +12	+0.2%	+$701	0.33%	73
2022 Q4	$235K	Buy	4,860 +54	+1%	+$2.69K	0.27%	105
2022 Q3	$222K	Buy	4,806 +21	+0.4%	+$1.09K	0.28%	102
2022 Q2	$235K	Hold	4,785	–	–	0.28%	99
2022 Q1	$269K	Buy	+4,785	New	+$272K	0.26%	98

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kolinsky Wealth Management's CRVL Position: Q4 2024 in Review

Kolinsky Wealth Management held its CorVel (CRVL) position steady in Q4 2024 at 5,205 shares worth $579K. The position accounts for 0.35% of the portfolio, ranked #58.

Kolinsky Wealth Management first reported a position in CRVL in Q1 2022 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold CRVL as of Q4 2024.

Kolinsky Wealth Management held 5,205 shares of CorVel worth $579K as of Q4 2024.
Kolinsky Wealth Management left its CorVel share count unchanged in Q4 2024.
CorVel made up 0.35% of Kolinsky Wealth Management's portfolio in Q4 2024, its #58 holding.
Kolinsky Wealth Management first reported a position in CorVel in Q1 2022 and has held it in 12 quarters since.
264 funds tracked by Wall St. Rank held CorVel as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.