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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
Q3 		$4K Hold
61
– – ﹤0.01% 812
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Avion Wealth's CRVL Position: Q3 2026 in Review

Avion Wealth held its CorVel (CRVL) position steady in Q3 2026 at 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Avion Wealth first reported a position in CRVL in Q2 2023 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

  • Avion Wealth held 61 shares of CorVel worth $4K as of Q3 2026.
  • Avion Wealth left its CorVel share count unchanged in Q3 2026.
  • CorVel made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #812 holding.
  • Avion Wealth first reported a position in CorVel in Q2 2023 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.