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 Q3	$1.71M	Hold	22,948	–	–	0.1%	108
2026 Q2	$1.43M	Hold	22,948	–	–	0.09%	113
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	$2.24M	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Lyell Wealth Management's CRVL Position: Q3 2026 in Review

Lyell Wealth Management held its CorVel (CRVL) position steady in Q3 2026 at 22,948 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #108.

Lyell Wealth Management first reported a position in CRVL in Q3 2018 and has held it in 33 quarters since. The position peaked at $2.93M in Q3 2024. 128 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

Lyell Wealth Management held 22,948 shares of CorVel worth $1.71M as of Q3 2026.
Lyell Wealth Management left its CorVel share count unchanged in Q3 2026.
CorVel made up 0.1% of Lyell Wealth Management's portfolio in Q3 2026, its #108 holding.
Lyell Wealth Management first reported a position in CorVel in Q3 2018 and has held it in 33 quarters since.
Lyell Wealth Management's CorVel position peaked at $2.93M in Q3 2024.
128 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.