Aventura Private Wealth’s CorVel CRVL Stock Holding History

Aventura Private Wealth’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	$8.25K	Hold	132	–	–	﹤0.01%	627
2026 Q1	$7.21K	Hold	132	–	–	﹤0.01%	591
2025 Q4	$8.93K	Hold	132	–	–	﹤0.01%	524
2025 Q3	$10.2K	Hold	132	–	–	﹤0.01%	493
2025 Q2	$13.6K	Hold	132	–	–	0.01%	428
2025 Q1	$14.8K	Hold	132	–	–	0.01%	395
2024 Q4	$14.7K	Buy	+132	New	+$14.8K	0.01%	391

Other funds holding CRVL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Aventura Private Wealth's CRVL Position: Q2 2026 in Review

Aventura Private Wealth held its CorVel (CRVL) position steady in Q2 2026 at 132 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Aventura Private Wealth first reported a position in CRVL in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q1 2025. 30 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Aventura Private Wealth held 132 shares of CorVel worth $8.25K as of Q2 2026.
Aventura Private Wealth left its CorVel share count unchanged in Q2 2026.
CorVel made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #627 holding.
Aventura Private Wealth first reported a position in CorVel in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's CorVel position peaked at $14.8K in Q1 2025.
30 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.