Wealth Preservation Advisors’s CorVel CRVL Stock Holding History

Wealth Preservation 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	-36	Closed	-$1.97K	–	276
2026 Q1	$1.97K	Buy	+36	New	+$2.07K	﹤0.01%	596

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 Preservation Advisors's CRVL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CorVel (CRVL) in Q2 2026, closing a stake of 36 shares — an estimated $1.97K sold.

Wealth Preservation Advisors first reported a position in CRVL in Q1 2026 and held it in 1 quarter. The position peaked at $1.97K in Q1 2026. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Wealth Preservation Advisors reported no remaining CorVel position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 36 CorVel shares in Q2 2026, an estimated $1.97K.
Wealth Preservation Advisors first reported a position in CorVel in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's CorVel position peaked at $1.97K in Q1 2026.
290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.