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Twin Peaks Wealth Advisors’s CorVel CRVL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-30
Closed -$1.64K – 667
2026
Q1 		$1.64K Buy
+30
New +$1.73K ﹤0.01% 1769
2025
Q3 		– Sell
-81
Closed -$7.28K – 593
2025
Q2 		$7.28K Buy
+81
New +$8.93K ﹤0.01% 1100

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

Twin Peaks Wealth Advisors's CRVL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CorVel (CRVL) in Q2 2026, closing a stake of 30 shares — an estimated $1.64K sold.

Twin Peaks Wealth Advisors first reported a position in CRVL in Q2 2025 and held it in 2 quarters. The position peaked at $7.28K in Q2 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CorVel position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 30 CorVel shares in Q2 2026, an estimated $1.64K.
  • Twin Peaks Wealth Advisors first reported a position in CorVel in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CorVel position peaked at $7.28K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.