Lyell Wealth Management’s CorVel CRVL Stock Holding History

Lyell 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
2026 Q1	$1.25M	Hold	22,948	–	–	0.09%	110
2025 Q4	$1.55M	Sell	22,948 -2,450	-10%	-$177K	0.11%	96
2025 Q3	$1.97M	Hold	25,398	–	–	0.15%	89
2025 Q2	$2.61M	Hold	25,398	–	–	0.21%	82
2025 Q1	$2.84M	Hold	25,398	–	–	0.27%	81
2024 Q4	$2.83M	Sell	25,398 -1,482	-6%	-$166K	0.25%	88
2024 Q3	$2.93M	Hold	26,880	–	–	0.27%	90
2024 Q2	$2.28M	Hold	26,880	–	–	0.22%	95
2024 Q1	$2.36M	Hold	26,880	–	–	0.24%	91
2023 Q4	$2.22M	Sell	26,880 -2,595	-9%	-$184K	0.25%	92
2023 Q3	$1.93M	Sell	29,475 -3,300	-10%	-$228K	0.26%	91
2023 Q2	$2.11M	Hold	32,775	–	–	0.27%	91
2023 Q1	$2.08M	Hold	32,775	–	–	0.29%	89
2022 Q4	$1.59M	Sell	32,775 -3,225	-9%	-$161K	0.25%	90
2022 Q3	$1.66M	Hold	36,000	–	–	0.28%	90
2022 Q2	$1.77M	Hold	36,000	–	–	0.29%	89
2022 Q1	$2.02M	Hold	36,000	–	–	0.26%	89
2021 Q4	$2.5M	Hold	36,000	–	–	0.28%	81
2021 Q3	$2.23M	Hold	36,000	–	–	0.27%	81
2021 Q2	$1.61M	Hold	36,000	–	–	0.2%	87
2021 Q1	$1.23M	Hold	36,000	–	–	0.18%	85
2020 Q4	$1.27M	Hold	36,000	–	–	0.2%	78
2020 Q3	$1.02M	Hold	36,000	–	–	0.19%	77
2020 Q2	$851K	Hold	36,000	–	–	0.19%	74
2020 Q1	$654K	Hold	36,000	–	–	0.2%	74
2019 Q4	$1.05M	Hold	36,000	–	–	0.28%	71
2019 Q3	$908K	Hold	36,000	–	–	0.27%	70
2019 Q2	$1.04M	Hold	36,000	–	–	0.31%	70
2019 Q1	$783K	Hold	36,000	–	–	0.26%	75
2018 Q4	$741K	Hold	36,000	–	–	0.31%	68
2018 Q3	$723K	Buy	+36,000	New	+$694K	0.24%	77

Other funds holding CRVL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lyell Wealth Management's CRVL Position: Q1 2026 in Review

Lyell Wealth Management held its CorVel (CRVL) position steady in Q1 2026 at 22,948 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #110.

Lyell Wealth Management first reported a position in CRVL in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.93M in Q3 2024. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Lyell Wealth Management held 22,948 shares of CorVel worth $1.25M as of Q1 2026.
Lyell Wealth Management left its CorVel share count unchanged in Q1 2026.
CorVel made up 0.09% of Lyell Wealth Management's portfolio in Q1 2026, its #110 holding.
Lyell Wealth Management first reported a position in CorVel in Q3 2018 and has held it in 31 quarters since.
Lyell Wealth Management's CorVel position peaked at $2.93M in Q3 2024.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.