Pinnacle Wealth Planning Services
CRVL icon

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
Q3 		$148K Buy
1,988
+12
+0.6% +$795 0.01% 642
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 $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Owls Nest Partners IA
Owls Nest Partners IA Chadds Ford, Pennsylvania $268M AUM 23.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's CRVL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its CorVel (CRVL) stake by 0.61% in Q3 2026, buying an estimated $795 and bringing the position to 1,988 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #642.

Pinnacle Wealth Planning Services first reported a position in CRVL in Q4 2020 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,988 shares of CorVel worth $148K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 12 CorVel shares in Q3 2026, an estimated $795.
  • CorVel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #642 holding.
  • Pinnacle Wealth Planning Services first reported a position in CorVel in Q4 2020 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.