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Avion Wealth’s CorVel CRVL Stock Holding History

Avion 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 		$3K Buy
61
+18
+42% +$1.05K ﹤0.01% 927
2026
Q1 		$2K Buy
43
+22
+105% +$1.27K ﹤0.01% 852
2025
Q4 		$1K Buy
21
+9
+75% +$652 ﹤0.01% 996
2025
Q3 		$0 Buy
+12
New +$1.07K ﹤0.01% 1264
2024
Q1 		– Sell
-9
Closed -$1K – 1166
2023
Q4 		$1K Sell
9
-9
-50% -$638 ﹤0.01% 742
2023
Q3 		$1K Buy
18
+9
+100% +$621 ﹤0.01% 593
2023
Q2 		$0 Buy
+9
New +$602 ﹤0.01% 767

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

Avion Wealth's CRVL Position: Q2 2026 in Review

Avion Wealth increased its CorVel (CRVL) stake by 42% in Q2 2026, buying an estimated $1.05K and bringing the position to 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Avion Wealth first reported a position in CRVL in Q2 2023 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Avion Wealth held 61 shares of CorVel worth $3K as of Q2 2026.
  • Avion Wealth bought 18 CorVel shares in Q2 2026, an estimated $1.05K.
  • CorVel made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #927 holding.
  • Avion Wealth first reported a position in CorVel in Q2 2023 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.