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Apollon Wealth Management’s CorVel CRVL Stock Holding History

Apollon Wealth 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
Q2 		$254K Sell
4,055
-2,670
-40% -$156K ﹤0.01% 1373
2026
Q1 		$368K Buy
6,725
+1,228
+22% +$70.7K 0.01% 1005
2025
Q4 		$372K Buy
5,497
+8
+0.1% +$579 0.01% 965
2025
Q3 		$425K Buy
5,489
+338
+7% +$30.1K 0.01% 892
2025
Q2 		$529K Buy
5,151
+392
+8% +$43.2K 0.01% 784
2025
Q1 		$533K Sell
4,759
-11
-0.2% -$1.23K 0.01% 720
2024
Q4 		$531K Sell
4,770
-63
-1% -$7.05K 0.01% 731
2024
Q3 		$527K Sell
4,833
-18
-0.4% -$1.8K 0.01% 701
2024
Q2 		$411K Sell
4,851
-51
-1% -$4.21K 0.01% 753
2024
Q1 		$430K Sell
4,902
-666
-12% -$53.6K 0.01% 746
2023
Q4 		$459K Buy
+5,568
New +$395K 0.02% 683

Other funds holding CRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apollon Wealth Management's CRVL Position: Q2 2026 in Review

Apollon Wealth Management reduced its CorVel (CRVL) stake by 40% in Q2 2026, selling an estimated $156K and leaving 4,055 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Apollon Wealth Management first reported a position in CRVL in Q4 2023 and has held it in 11 quarters since. The position peaked at $533K in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Apollon Wealth Management held 4,055 shares of CorVel worth $254K as of Q2 2026.
  • Apollon Wealth Management sold 2,670 CorVel shares in Q2 2026, an estimated $156K.
  • CorVel made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1373 holding.
  • Apollon Wealth Management first reported a position in CorVel in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's CorVel position peaked at $533K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.