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Bay Harbor Wealth Management’s CorVel CRVL Stock Holding History

Bay Harbor 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
Q1 		– Sell
-1
Closed -$67 – 1312
2025
Q4 		$67 Sell
1
-4
-80% -$290 ﹤0.01% 1240
2025
Q3 		$387 Buy
5
+2
+67% +$178 ﹤0.01% 815
2025
Q2 		$308 Buy
3
+1
+50% +$110 ﹤0.01% 788
2025
Q1 		$223 Buy
+2
New +$223 ﹤0.01% 630

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

Bay Harbor Wealth Management's CRVL Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of CorVel (CRVL) in Q1 2026, closing a stake of 1 share — an estimated $67 sold.

Bay Harbor Wealth Management first reported a position in CRVL in Q1 2025 and held it in 4 quarters. The position peaked at $387 in Q3 2025. 282 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining CorVel position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 CorVel share in Q1 2026, an estimated $67.
  • Bay Harbor Wealth Management first reported a position in CorVel in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's CorVel position peaked at $387 in Q3 2025.
  • 282 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.