Private Wealth Management Group’s CorVel CRVL Stock Holding History

Private Wealth Management Group’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	$6.72K	Buy	123 +20	+19%	+$1.15K	﹤0.01%	663
2025 Q4	$6.97K	Buy	103 +25	+32%	+$1.81K	﹤0.01%	645
2025 Q3	$6.04K	Hold	78	–	–	﹤0.01%	716
2025 Q2	$8.02K	Hold	78	–	–	﹤0.01%	566
2025 Q1	$8.73K	Hold	78	–	–	﹤0.01%	513
2024 Q4	$8.68K	Hold	78	–	–	﹤0.01%	535
2024 Q3	$8.5K	Hold	78	–	–	﹤0.01%	503
2024 Q2	$6.61K	Hold	78	–	–	﹤0.01%	600
2024 Q1	$6.84K	Hold	78	–	–	﹤0.01%	526
2023 Q4	$6.43K	Buy	+78	New	+$5.53K	﹤0.01%	542

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

Private Wealth Management Group's CRVL Position: Q1 2026 in Review

Private Wealth Management Group increased its CorVel (CRVL) stake by 19% in Q1 2026, buying an estimated $1.15K and bringing the position to 123 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Private Wealth Management Group first reported a position in CRVL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.73K in Q1 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Private Wealth Management Group held 123 shares of CorVel worth $6.72K as of Q1 2026.
Private Wealth Management Group bought 20 CorVel shares in Q1 2026, an estimated $1.15K.
CorVel made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #663 holding.
Private Wealth Management Group first reported a position in CorVel in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's CorVel position peaked at $8.73K in Q1 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.