Optima Capital’s CorVel CRVL Stock Holding History

Optima Capital’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	–	Sell	-6	Closed	-$406	–	399
2025 Q4	$406	Buy	+6	New	+$435	﹤0.01%	1307

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

Optima Capital's CRVL Position: Q1 2026 in Review

Optima Capital sold out of CorVel (CRVL) in Q1 2026, closing a stake of 6 shares — an estimated $406 sold.

Optima Capital first reported a position in CRVL in Q4 2025 and held it in 1 quarter. The position peaked at $406 in Q4 2025. 282 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Optima Capital reported no remaining CorVel position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6 CorVel shares in Q1 2026, an estimated $406.
Optima Capital first reported a position in CorVel in Q4 2025 and held it in 1 quarter.
Optima Capital's CorVel position peaked at $406 in Q4 2025.
282 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.