Wealth Enhancement Advisory Services’s CorVel CRVL Stock Holding History

Wealth Enhancement Advisory Services’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	$799K	Buy	22,199 +7,448	+50%	+$434K	﹤0.01%	2257
2026 Q1	$355K	Buy	14,751 +1,054	+8%	+$60.7K	﹤0.01%	2620
2025 Q4	$962K	Buy	13,697 +210	+2%	+$15.2K	﹤0.01%	1990
2025 Q3	$1,000K	Sell	13,487 -359	-3%	-$32K	﹤0.01%	1868
2025 Q2	$1.42M	Sell	13,846 -499	-3%	-$55K	﹤0.01%	1535
2025 Q1	$1.61M	Buy	14,345 +461	+3%	+$51.5K	﹤0.01%	1363
2024 Q4	$1.54M	Sell	13,884 -774	-5%	-$86.7K	﹤0.01%	1310
2024 Q3	$1.6M	Sell	14,658 -930	-6%	-$93K	﹤0.01%	1162
2024 Q2	$1.32M	Sell	15,588 -1,380	-8%	-$114K	﹤0.01%	1157
2024 Q1	$1.49M	Sell	16,968 -33	-0.2%	-$2.65K	﹤0.01%	1077
2023 Q4	$1.4M	Buy	17,001 +13,425	+375%	+$952K	﹤0.01%	1022
2023 Q3	$234K	Buy	+3,576	New	+$247K	﹤0.01%	1901

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's CRVL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CorVel (CRVL) stake by 50% in Q2 2026, buying an estimated $434K and bringing the position to 22,199 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Wealth Enhancement Advisory Services first reported a position in CRVL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2025. 289 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Wealth Enhancement Advisory Services held 22,199 shares of CorVel worth $799K as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,448 CorVel shares in Q2 2026, an estimated $434K.
CorVel made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2257 holding.
Wealth Enhancement Advisory Services first reported a position in CorVel in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's CorVel position peaked at $1.61M in Q1 2025.
289 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.