LPL Financial
CRVL icon

LPL Financial’s CorVel CRVL Stock Holding History

LPL Financial’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 		$996K Buy
18,226
+4,273
+31% +$246K ﹤0.01% 4181
2025
Q4 		$944K Buy
13,953
+3,327
+31% +$241K ﹤0.01% 4128
2025
Q3 		$823K Buy
10,626
+295
+3% +$26.3K ﹤0.01% 4185
2025
Q2 		$1.06M Sell
10,331
-1,020
-9% -$112K ﹤0.01% 3705
2025
Q1 		$1.27M Buy
11,351
+544
+5% +$60.7K ﹤0.01% 3342
2024
Q4 		$1.2M Sell
10,807
-638
-6% -$71.4K ﹤0.01% 3339
2024
Q3 		$1.25M Sell
11,445
-1,497
-12% -$150K ﹤0.01% 3181
2024
Q2 		$1.1M Buy
12,942
+492
+4% +$40.6K ﹤0.01% 3162
2024
Q1 		$1.09M Buy
12,450
+3,396
+38% +$273K ﹤0.01% 3094
2023
Q4 		$746K Buy
9,054
+1,956
+28% +$139K ﹤0.01% 3318
2023
Q3 		$465K Buy
7,098
+363
+5% +$25K ﹤0.01% 3550
2023
Q2 		$434K Buy
6,735
+723
+12% +$48.4K ﹤0.01% 3555
2023
Q1 		$381K Buy
6,012
+726
+14% +$42.4K ﹤0.01% 3551
2022
Q4 		$256K Buy
5,286
+426
+9% +$21.2K ﹤0.01% 3792
2022
Q3 		$224K Buy
4,860
+648
+15% +$33.6K ﹤0.01% 3837
2022
Q2 		$207K Buy
+4,212
New +$217K ﹤0.01% 3917

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's CRVL Position: Q1 2026 in Review

LPL Financial increased its CorVel (CRVL) stake by 31% in Q1 2026, buying an estimated $246K and bringing the position to 18,226 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #4181.

LPL Financial first reported a position in CRVL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • LPL Financial held 18,226 shares of CorVel worth $996K as of Q1 2026.
  • LPL Financial bought 4,273 CorVel shares in Q1 2026, an estimated $246K.
  • CorVel made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4181 holding.
  • LPL Financial first reported a position in CorVel in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's CorVel position peaked at $1.27M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.