NW
CRVL icon

NewEdge Wealth’s CorVel CRVL Stock Holding History

NewEdge Wealth’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 		$1.96M Buy
31,288
+164
+0.5% +$9.56K 0.02% 467
2026
Q1 		$1.7M Buy
31,124
+4,736
+18% +$273K 0.02% 479
2025
Q4 		$1.79M Sell
26,388
-1,485
-5% -$108K 0.02% 481
2025
Q3 		$2.1M Buy
27,873
+92
+0.3% +$8.21K 0.03% 385
2025
Q2 		$2.38M Sell
27,781
-2,073
-7% -$228K 0.04% 345
2025
Q1 		$3.34M Sell
29,854
-1,310
-4% -$146K 0.06% 248
2024
Q4 		$3.47M Sell
31,164
-5,472
-15% -$613K 0.06% 248
2024
Q3 		$3.99M Buy
36,636
+5,409
+17% +$541K 0.07% 227
2024
Q2 		$2.65M Sell
31,227
-162
-0.5% -$13.4K 0.06% 276
2024
Q1 		$2.53M Buy
31,389
+216
+0.7% +$17.4K 0.06% 287
2023
Q4 		$2.57M Sell
31,173
-609
-2% -$43.2K 0.07% 258
2023
Q3 		$2.08M Buy
31,782
+7,770
+32% +$536K 0.07% 249
2023
Q2 		$1.55M Sell
24,012
-1,233
-5% -$82.5K 0.05% 295
2023
Q1 		$1.6M Sell
25,245
-1,188
-4% -$69.4K 0.06% 262
2022
Q4 		$1.28M Sell
26,433
-1,806
-6% -$89.9K 0.06% 261
2022
Q3 		$1.3M Buy
28,239
+2,136
+8% +$111K 0.06% 244
2022
Q2 		$1.28M Buy
26,103
+9,714
+59% +$500K 0.06% 259
2022
Q1 		$920K Buy
+16,389
New +$931K 0.04% 227

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

NewEdge Wealth's CRVL Position: Q2 2026 in Review

NewEdge Wealth increased its CorVel (CRVL) stake by 0.53% in Q2 2026, buying an estimated $9.56K and bringing the position to 31,288 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #467.

NewEdge Wealth first reported a position in CRVL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.99M in Q3 2024. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • NewEdge Wealth held 31,288 shares of CorVel worth $1.96M as of Q2 2026.
  • NewEdge Wealth bought 164 CorVel shares in Q2 2026, an estimated $9.56K.
  • CorVel made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #467 holding.
  • NewEdge Wealth first reported a position in CorVel in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's CorVel position peaked at $3.99M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.