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
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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return