Rothschild Investment LLC’s CorVel CRVL Stock Holding History

Rothschild Investment LLC’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	$12.3K	Buy	196 +113	+136%	+$6.59K	﹤0.01%	1770
2026 Q1	$4.54K	Buy	83 +77	+1,283%	+$4.43K	﹤0.01%	2102
2025 Q4	$406	Sell	6 -20	-77%	-$1.45K	﹤0.01%	2973
2025 Q3	$2.01K	Buy	26 +8	+44%	+$714	﹤0.01%	2224
2025 Q2	$1.85K	Sell	18 -21	-54%	-$2.31K	﹤0.01%	2137
2025 Q1	$4.37K	Buy	39 +12	+44%	+$1.34K	﹤0.01%	1505
2024 Q4	$3K	Buy	27 +6	+29%	+$672	﹤0.01%	1568
2024 Q3	$2.29K	Buy	21 +12	+133%	+$1.2K	﹤0.01%	1653
2024 Q2	$763	Buy	9 +6	+200%	+$495	﹤0.01%	1806
2024 Q1	$263	Buy	+3	New	+$241	﹤0.01%	1620

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CRVL Position: Q2 2026 in Review

Rothschild Investment LLC increased its CorVel (CRVL) stake by 136% in Q2 2026, buying an estimated $6.59K and bringing the position to 196 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Rothschild Investment LLC first reported a position in CRVL in Q1 2024 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Rothschild Investment LLC held 196 shares of CorVel worth $12.3K as of Q2 2026.
Rothschild Investment LLC bought 113 CorVel shares in Q2 2026, an estimated $6.59K.
CorVel made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1770 holding.
Rothschild Investment LLC first reported a position in CorVel in Q1 2024 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.