Pathstone Holdings
CRVL icon

Pathstone Holdings’s CorVel CRVL Stock Holding History

Pathstone Holdings’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 		$412K Sell
7,537
-428
-5% -$24.6K ﹤0.01% 1835
2025
Q4 		$539K Sell
7,965
-1,969
-20% -$143K ﹤0.01% 1724
2025
Q3 		$769K Buy
9,934
+2,274
+30% +$203K ﹤0.01% 1558
2025
Q2 		$787K Sell
7,660
-1,424
-16% -$157K ﹤0.01% 1507
2025
Q1 		$1.02M Buy
9,084
+816
+10% +$91.1K ﹤0.01% 1381
2024
Q4 		$920K Sell
8,268
-444
-5% -$49.7K ﹤0.01% 1408
2024
Q3 		$949K Buy
8,712
+33
+0.4% +$3.3K ﹤0.01% 1394
2024
Q2 		$736K Sell
8,679
-2,595
-23% -$214K ﹤0.01% 1490
2024
Q1 		$988K Buy
11,274
+114
+1% +$9.17K ﹤0.01% 1288
2023
Q4 		$920K Buy
+11,160
New +$791K 0.01% 1125

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VCM
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Dimensional Fund Advisors
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Geode Capital Management
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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