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
Q2 		$587K Buy
9,386
+1,849
+25% +$108K ﹤0.01% 1786
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

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

Pathstone Holdings's CRVL Position: Q2 2026 in Review

Pathstone Holdings increased its CorVel (CRVL) stake by 25% in Q2 2026, buying an estimated $108K and bringing the position to 9,386 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Pathstone Holdings first reported a position in CRVL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Pathstone Holdings held 9,386 shares of CorVel worth $587K as of Q2 2026.
  • Pathstone Holdings bought 1,849 CorVel shares in Q2 2026, an estimated $108K.
  • CorVel made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1786 holding.
  • Pathstone Holdings first reported a position in CorVel in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's CorVel position peaked at $1.02M in Q1 2025.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.