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Wealthspire Advisors (New York)’s CorVel CRVL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-82
Closed -$6.35K – 1438
2025
Q3 		$6.35K Buy
+82
New +$7.31K ﹤0.01% 2237

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s CRVL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of CorVel (CRVL) in Q4 2025, closing a stake of 82 shares — an estimated $6.35K sold.

Wealthspire Advisors (New York) first reported a position in CRVL in Q3 2025 and held it in 1 quarter. The position peaked at $6.35K in Q3 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining CorVel position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 82 CorVel shares in Q4 2025, an estimated $6.35K.
  • Wealthspire Advisors (New York) first reported a position in CorVel in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CorVel position peaked at $6.35K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held CorVel as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.