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
Q2 		$1.16M Buy
18,576
+350
+2% +$20.4K ﹤0.01% 4302
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 $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

LPL Financial's CRVL Position: Q2 2026 in Review

LPL Financial increased its CorVel (CRVL) stake by 1.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 18,576 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4302.

LPL Financial first reported a position in CRVL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • LPL Financial held 18,576 shares of CorVel worth $1.16M as of Q2 2026.
  • LPL Financial bought 350 CorVel shares in Q2 2026, an estimated $20.4K.
  • CorVel made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4302 holding.
  • LPL Financial first reported a position in CorVel in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's CorVel position peaked at $1.27M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.