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Pinnacle Wealth Planning Services’s CorVel CRVL Stock Holding History

Pinnacle Wealth Planning Services’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 		$94.4K Buy
1,727
+566
+49% +$32.6K 0.01% 831
2025
Q4 		$78.6K Buy
+1,161
New +$84.1K 0.01% 919
2021
Q1 		– Sell
-921
Closed -$33K – 714
2020
Q4 		$33K Buy
+921
New +$28.6K 0.01% 962

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRVL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CorVel (CRVL) stake by 49% in Q1 2026, buying an estimated $32.6K and bringing the position to 1,727 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #831.

Pinnacle Wealth Planning Services first reported a position in CRVL in Q4 2020 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,727 shares of CorVel worth $94.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 566 CorVel shares in Q1 2026, an estimated $32.6K.
  • CorVel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #831 holding.
  • Pinnacle Wealth Planning Services first reported a position in CorVel in Q4 2020 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.