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SHP Wealth Management’s CorVel CRVL Stock Holding History

SHP Wealth Management’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 		$10.7K Hold
172
– – ﹤0.01% 954
2026
Q1 		$9.38K Hold
172
– – ﹤0.01% 913
2025
Q4 		$11.6K Buy
+172
New +$12.5K ﹤0.01% 797

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

SHP Wealth Management's CRVL Position: Q2 2026 in Review

SHP Wealth Management held its CorVel (CRVL) position steady in Q2 2026 at 172 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

SHP Wealth Management first reported a position in CRVL in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q4 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • SHP Wealth Management held 172 shares of CorVel worth $10.7K as of Q2 2026.
  • SHP Wealth Management left its CorVel share count unchanged in Q2 2026.
  • CorVel made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #954 holding.
  • SHP Wealth Management first reported a position in CorVel in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's CorVel position peaked at $11.6K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.