Physician Wealth Advisors’s CorVel CRVL Stock Holding History

Physician Wealth Advisors’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	$438	Sell	8 -12	-60%	-$691	﹤0.01%	1966
2025 Q4	$1.35K	Buy	+20	New	+$1.45K	﹤0.01%	1465
2025 Q3	–	Sell	-18	Closed	-$1.85K	–	1938
2025 Q2	$1.85K	Buy	18 +9	+100%	+$992	﹤0.01%	1078
2025 Q1	$1.01K	Buy	+9	New	+$1K	﹤0.01%	1053

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

Physician Wealth Advisors's CRVL Position: Q1 2026 in Review

Physician Wealth Advisors reduced its CorVel (CRVL) stake by 60% in Q1 2026, selling an estimated $691 and leaving 8 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Physician Wealth Advisors first reported a position in CRVL in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.85K in Q2 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Physician Wealth Advisors held 8 shares of CorVel worth $438 as of Q1 2026.
Physician Wealth Advisors sold 12 CorVel shares in Q1 2026, an estimated $691.
CorVel made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1966 holding.
Physician Wealth Advisors first reported a position in CorVel in Q1 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's CorVel position peaked at $1.85K in Q2 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.