Advisornet Financial’s CorVel CRVL Stock Holding History

Advisornet Financial’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 Q2	–	Sell	-63	Closed	-$7.05K	–	2264
2025 Q1	$7.05K	Buy	+63	New	+$7.03K	﹤0.01%	1517
2024 Q1	–	Sell	-12	Closed	-$989	–	2145
2023 Q4	$989	Hold	12	–	–	﹤0.01%	1885
2023 Q3	$787	Hold	12	–	–	﹤0.01%	1858
2023 Q2	$774	Hold	12	–	–	﹤0.01%	1945
2023 Q1	$761	Hold	12	–	–	﹤0.01%	1962
2022 Q4	$581	Buy	+12	New	+$597	﹤0.01%	1998

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisornet Financial's CRVL Position: Q2 2025 in Review

Advisornet Financial sold out of CorVel (CRVL) in Q2 2025, closing a stake of 63 shares — an estimated $7.05K sold.

Advisornet Financial first reported a position in CRVL in Q4 2022 and held it in 6 quarters. The position peaked at $7.05K in Q1 2025. 296 funds tracked by Wall St. Rank hold CRVL as of Q2 2025.

Advisornet Financial reported no remaining CorVel position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 63 CorVel shares in Q2 2025, an estimated $7.05K.
Advisornet Financial first reported a position in CorVel in Q4 2022 and held it in 6 quarters.
Advisornet Financial's CorVel position peaked at $7.05K in Q1 2025.
296 funds tracked by Wall St. Rank held CorVel as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.