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Root Financial Partners’s CorVel CRVL Stock Holding History

Root Financial Partners’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 		– Sell
-14
Closed -$765 – 1029
2026
Q1 		$765 Sell
14
-12
-46% -$691 ﹤0.01% 2703
2025
Q4 		$1.76K Sell
26
-60
-70% -$4.35K ﹤0.01% 2009
2025
Q3 		$6.66K Buy
+86
New +$7.67K ﹤0.01% 1611

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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

Root Financial Partners's CRVL Position: Q2 2026 in Review

Root Financial Partners sold out of CorVel (CRVL) in Q2 2026, closing a stake of 14 shares — an estimated $765 sold.

Root Financial Partners first reported a position in CRVL in Q3 2025 and held it in 3 quarters. The position peaked at $6.66K in Q3 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Root Financial Partners reported no remaining CorVel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 14 CorVel shares in Q2 2026, an estimated $765.
  • Root Financial Partners first reported a position in CorVel in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CorVel position peaked at $6.66K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.