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Advisors Asset Management’s CorVel CRVL Stock Holding History

Advisors Asset Management’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 		– Sell
-329
Closed -$22.3K – 1465
2025
Q4 		$22.3K Sell
329
-328
-50% -$23.8K ﹤0.01% 1348
2025
Q3 		$50.9K Sell
657
-365
-36% -$32.6K ﹤0.01% 1293
2025
Q2 		$105K Sell
1,022
-49
-5% -$5.4K ﹤0.01% 1197
2025
Q1 		$120K Buy
1,071
+68
+7% +$7.59K ﹤0.01% 1167
2024
Q4 		$112K Buy
1,003
+391
+64% +$43.8K ﹤0.01% 1207
2024
Q3 		$66.7K Buy
612
+336
+122% +$33.6K ﹤0.01% 1272
2024
Q2 		$23.4K Buy
+276
New +$22.8K ﹤0.01% 1354

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

Advisors Asset Management's CRVL Position: Q1 2026 in Review

Advisors Asset Management sold out of CorVel (CRVL) in Q1 2026, closing a stake of 329 shares — an estimated $22.3K sold.

Advisors Asset Management first reported a position in CRVL in Q2 2024 and held it in 7 quarters. The position peaked at $120K in Q1 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Advisors Asset Management reported no remaining CorVel position as of Q1 2026 after selling out during the quarter.
  • Advisors Asset Management sold 329 CorVel shares in Q1 2026, an estimated $22.3K.
  • Advisors Asset Management first reported a position in CorVel in Q2 2024 and held it in 7 quarters.
  • Advisors Asset Management's CorVel position peaked at $120K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

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