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 Q2	$7.69K	Hold	123	–	–	﹤0.01%	661
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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Wealth Management Group's CRVL Position: Q2 2026 in Review

Private Wealth Management Group held its CorVel (CRVL) position steady in Q2 2026 at 123 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Private Wealth Management Group first reported a position in CRVL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.73K in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Private Wealth Management Group held 123 shares of CorVel worth $7.69K as of Q2 2026.
Private Wealth Management Group left its CorVel share count unchanged in Q2 2026.
CorVel made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #661 holding.
Private Wealth Management Group first reported a position in CorVel in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's CorVel position peaked at $8.73K in Q1 2025.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.