UBS AM
CRVL icon

UBS AM’s CorVel CRVL Stock Holding History

UBS AM’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 		$4.93M Buy
78,890
+1,116
+1% +$65.1K ﹤0.01% 1617
2026
Q1 		$4.25M Buy
77,774
+4,527
+6% +$261K ﹤0.01% 1649
2025
Q4 		$4.96M Sell
73,247
-1,801
-2% -$130K ﹤0.01% 1469
2025
Q3 		$5.81M Sell
75,048
-49,412
-40% -$4.41M ﹤0.01% 1297
2025
Q2 		$12.8M Buy
124,460
+25,890
+26% +$2.85M ﹤0.01% 1235
2025
Q1 		$11M Buy
98,570
+4,964
+5% +$554K ﹤0.01% 1182
2024
Q4 		$10.4M Buy
93,606
+9,648
+11% +$1.08M ﹤0.01% 1232
2024
Q3 		$9.15M Sell
83,958
-3,114
-4% -$311K ﹤0.01% 1274
2024
Q2 		$7.38M Buy
87,072
+47,904
+122% +$3.96M ﹤0.01% 1278
2024
Q1 		$3.43M Buy
39,168
+4,533
+13% +$365K ﹤0.01% 1428
2023
Q4 		$2.85M Buy
34,635
+234
+0.7% +$16.6K ﹤0.01% 1508
2023
Q3 		$2.25M Sell
34,401
-3,324
-9% -$229K ﹤0.01% 1565
2023
Q2 		$2.39M Hold
37,725
– – ﹤0.01% 1566
2023
Q1 		$2.39M Buy
37,725
+2,178
+6% +$127K ﹤0.01% 1566
2022
Q4 		$1.72M Buy
35,547
+777
+2% +$38.7K ﹤0.01% 1595
2022
Q3 		$1.6M Sell
34,770
-6,432
-16% -$334K ﹤0.01% 1713
2022
Q2 		$2.02M Hold
41,202
– – ﹤0.01% 1610
2022
Q1 		$2.31M Buy
41,202
+273
+0.7% +$15.5K ﹤0.01% 1733
2021
Q4 		$2.84M Buy
40,929
+6,234
+18% +$392K ﹤0.01% 1703
2021
Q3 		$2.15M Buy
34,695
+8,118
+31% +$423K ﹤0.01% 1807
2021
Q2 		$1.19M Buy
26,577
+2,202
+9% +$86.9K ﹤0.01% 2121
2021
Q1 		$834K Sell
24,375
-3,957
-14% -$138K ﹤0.01% 2170
2020
Q4 		$1M Hold
28,332
– – ﹤0.01% 1987
2020
Q3 		$807K Buy
28,332
+5,280
+23% +$142K ﹤0.01% 1930
2020
Q2 		$545K Buy
23,052
+8,742
+61% +$172K ﹤0.01% 2091
2020
Q1 		$260K Buy
14,310
+1,902
+15% +$49.4K ﹤0.01% 2197
2019
Q4 		$361K Buy
12,408
+2,163
+21% +$57.6K ﹤0.01% 2330
2019
Q3 		$259K Buy
10,245
+10,191
+18,872% +$290K ﹤0.01% 2498
2019
Q2 		$1.57K Hold
54
– – ﹤0.01% 2833
2019
Q1 		$1.17K Hold
54
– – ﹤0.01% 2768
2018
Q4 		$1.11K Hold
54
– – ﹤0.01% 2749
2018
Q3 		$1.08K Hold
54
– – ﹤0.01% 2749
2018
Q2 		$972 Hold
54
– – ﹤0.01% 2762
2018
Q1 		$910 Hold
54
– – ﹤0.01% 2646
2017
Q4 		$952 Hold
54
– – ﹤0.01% 2565
2017
Q3 		$979 Hold
54
– – ﹤0.01% 2524
2017
Q2 		$854 Buy
+54
New +$818 ﹤0.01% 2517
2016
Q4 		– Sell
-16,200
Closed -$207K – 2531
2016
Q3 		$207K Hold
16,200
– – ﹤0.01% 2453
2016
Q2 		$233K Hold
16,200
– – ﹤0.01% 2358
2016
Q1 		$213K Sell
16,200
-2,400
-13% -$33.7K ﹤0.01% 2406
2015
Q4 		$272K Buy
+18,600
New +$229K ﹤0.01% 2389
2015
Q1 		– Sell
-16,200
Closed -$201K – 2626
2014
Q4 		$201K Buy
+16,200
New +$186K ﹤0.01% 2466
2014
Q3 		– Sell
-16,200
Closed -$244K – 2568
2014
Q2 		$244K Buy
16,200
+2,100
+15% +$32.7K ﹤0.01% 2304
2014
Q1 		$234K Hold
14,100
– – ﹤0.01% 2343
2013
Q4 		$219K Buy
+14,100
New +$200K ﹤0.01% 2320

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

UBS AM's CRVL Position: Q2 2026 in Review

UBS AM increased its CorVel (CRVL) stake by 1.4% in Q2 2026, buying an estimated $65.1K and bringing the position to 78,890 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

UBS AM first reported a position in CRVL in Q4 2013 and has held it in 45 quarters since. The position peaked at $12.8M in Q2 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • UBS AM held 78,890 shares of CorVel worth $4.93M as of Q2 2026.
  • UBS AM bought 1,116 CorVel shares in Q2 2026, an estimated $65.1K.
  • CorVel made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1617 holding.
  • UBS AM first reported a position in CorVel in Q4 2013 and has held it in 45 quarters since.
  • UBS AM's CorVel position peaked at $12.8M in Q2 2025.
  • 289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.