Steward Partners Investment Advisory’s CorVel CRVL Stock Holding History

Steward Partners Investment Advisory’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	$465K	Buy	7,438 +1,419	+24%	+$82.7K	﹤0.01%	1735
2026 Q1	$329K	Buy	6,019 +532	+10%	+$30.6K	﹤0.01%	1758
2025 Q4	$371K	Buy	5,487 +144	+3%	+$10.4K	﹤0.01%	1593
2025 Q3	$414K	Hold	5,343	–	–	﹤0.01%	1477
2025 Q2	$549K	Hold	5,343	–	–	﹤0.01%	1253
2025 Q1	$598K	Hold	5,343	–	–	0.01%	1145
2024 Q4	$594K	Sell	5,343 -12	-0.2%	-$1.34K	0.01%	1085
2024 Q3	$583K	Buy	5,355 +528	+11%	+$52.8K	0.01%	1045
2024 Q2	$409K	Hold	4,827	–	–	﹤0.01%	1144
2024 Q1	$423K	Sell	4,827 -480	-9%	-$38.6K	﹤0.01%	1125
2023 Q4	$437K	Buy	5,307 +111	+2%	+$7.87K	0.01%	1049
2023 Q3	$341K	Buy	5,196 +1,962	+61%	+$135K	0.01%	1073
2023 Q2	$209K	Buy	3,234 +21	+0.7%	+$1.41K	﹤0.01%	1273
2023 Q1	$204K	Buy	3,213 +1,143	+55%	+$66.8K	﹤0.01%	1275
2022 Q4	$100K	Buy	2,070 +1,269	+158%	+$63.2K	﹤0.01%	1550
2022 Q3	$37K	Hold	801	–	–	﹤0.01%	1927
2022 Q2	$39K	Hold	801	–	–	﹤0.01%	1923
2022 Q1	$45K	Buy	+801	New	+$45.5K	﹤0.01%	1968

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

Steward Partners Investment Advisory's CRVL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its CorVel (CRVL) stake by 24% in Q2 2026, buying an estimated $82.7K and bringing the position to 7,438 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Steward Partners Investment Advisory first reported a position in CRVL in Q1 2022 and has held it in 18 quarters since. The position peaked at $598K in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Steward Partners Investment Advisory held 7,438 shares of CorVel worth $465K as of Q2 2026.
Steward Partners Investment Advisory bought 1,419 CorVel shares in Q2 2026, an estimated $82.7K.
CorVel made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1735 holding.
Steward Partners Investment Advisory first reported a position in CorVel in Q1 2022 and has held it in 18 quarters since.
Steward Partners Investment Advisory's CorVel position peaked at $598K in Q1 2025.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.