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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
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

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's CRVL Position: Q1 2026 in Review

Root Financial Partners reduced its CorVel (CRVL) stake by 46% in Q1 2026, selling an estimated $691 and leaving 14 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Root Financial Partners first reported a position in CRVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.66K in Q3 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Root Financial Partners held 14 shares of CorVel worth $765 as of Q1 2026.
  • Root Financial Partners sold 12 CorVel shares in Q1 2026, an estimated $691.
  • CorVel made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2703 holding.
  • Root Financial Partners first reported a position in CorVel in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's CorVel position peaked at $6.66K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.