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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
Q2 		$124K Buy
1,976
+249
+14% +$14.5K 0.01% 756
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 $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

Pinnacle Wealth Planning Services's CRVL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CorVel (CRVL) stake by 14% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,976 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #756.

Pinnacle Wealth Planning Services first reported a position in CRVL in Q4 2020 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,976 shares of CorVel worth $124K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 249 CorVel shares in Q2 2026, an estimated $14.5K.
  • CorVel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #756 holding.
  • Pinnacle Wealth Planning Services first reported a position in CorVel in Q4 2020 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.