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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
Q1 		$1.97K Buy
+36
New +$2.07K ﹤0.01% 596

Other funds holding CRVL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Preservation Advisors's CRVL Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in CorVel (CRVL) in Q1 2026: 36 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Wealth Preservation Advisors held 36 shares of CorVel worth $1.97K as of Q1 2026.
  • CorVel was a new Wealth Preservation Advisors position in Q1 2026.
  • CorVel made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #596 holding.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.