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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
Q3 		$9.32K Hold
125
– – ﹤0.01% 1102
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

True Wealth Design's CRVL Position: Q3 2026 in Review

True Wealth Design held its CorVel (CRVL) position steady in Q3 2026 at 125 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

True Wealth Design first reported a position in CRVL in Q1 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

  • True Wealth Design held 125 shares of CorVel worth $9.32K as of Q3 2026.
  • True Wealth Design left its CorVel share count unchanged in Q3 2026.
  • CorVel made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1102 holding.
  • True Wealth Design first reported a position in CorVel in Q1 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.