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True Wealth Design’s CorVel CRVL Stock Holding History

True Wealth Design’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 		$7.82K Buy
125
+99
+381% +$5.77K ﹤0.01% 1162
2026
Q1 		$1.42K Buy
+26
New +$1.5K ﹤0.01% 1676
2025
Q3 		– Sell
-5
Closed -$514 – 2757
2025
Q2 		$514 Hold
5
– – ﹤0.01% 1731
2025
Q1 		$560 Buy
+5
New +$558 ﹤0.01% 1502

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 $3.37T 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

True Wealth Design's CRVL Position: Q2 2026 in Review

True Wealth Design increased its CorVel (CRVL) stake by 381% in Q2 2026, buying an estimated $5.77K and bringing the position to 125 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

True Wealth Design first reported a position in CRVL in Q1 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • True Wealth Design held 125 shares of CorVel worth $7.82K as of Q2 2026.
  • True Wealth Design bought 99 CorVel shares in Q2 2026, an estimated $5.77K.
  • CorVel made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1162 holding.
  • True Wealth Design first reported a position in CorVel in Q1 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.