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Atria Investments’s CorVel CRVL Stock Holding History

Atria Investments’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 		$899K Sell
14,380
-259
-2% -$15.1K 0.01% 1172
2026
Q1 		$800K Buy
14,639
+2,825
+24% +$163K 0.01% 1186
2025
Q4 		$799K Sell
11,814
-1,780
-13% -$129K 0.01% 1183
2025
Q3 		$1.05M Sell
13,594
-1,052
-7% -$93.8K 0.01% 1029
2025
Q2 		$1.51M Buy
14,646
+186
+1% +$20.5K 0.02% 844
2025
Q1 		$1.62M Buy
14,460
+254
+2% +$28.4K 0.02% 790
2024
Q4 		$1.58M Buy
14,206
+1,504
+12% +$168K 0.02% 783
2024
Q3 		$1.38M Buy
12,702
+1,005
+9% +$100K 0.02% 821
2024
Q2 		$991K Buy
+11,697
New +$966K 0.01% 929

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 $3.38T AUM 44.17% 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

Atria Investments's CRVL Position: Q2 2026 in Review

Atria Investments reduced its CorVel (CRVL) stake by 1.8% in Q2 2026, selling an estimated $15.1K and leaving 14,380 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #1172.

Atria Investments first reported a position in CRVL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q1 2025. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Atria Investments held 14,380 shares of CorVel worth $899K as of Q2 2026.
  • Atria Investments sold 259 CorVel shares in Q2 2026, an estimated $15.1K.
  • CorVel made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1172 holding.
  • Atria Investments first reported a position in CorVel in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's CorVel position peaked at $1.62M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.