Bogart Wealth LLC’s CorVel CRVL Stock Holding History

Bogart Wealth LLC’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
2025 Q3	–	Sell	-5	Closed	-$514	–	1548
2025 Q2	$514	Buy	+5	New	+$551	﹤0.01%	1346

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bogart Wealth LLC's CRVL Position: Q3 2025 in Review

Bogart Wealth LLC sold out of CorVel (CRVL) in Q3 2025, closing a stake of 5 shares — an estimated $514 sold.

Bogart Wealth LLC first reported a position in CRVL in Q2 2025 and held it in 1 quarter. The position peaked at $514 in Q2 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q3 2025.

Bogart Wealth LLC reported no remaining CorVel position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 5 CorVel shares in Q3 2025, an estimated $514.
Bogart Wealth LLC first reported a position in CorVel in Q2 2025 and held it in 1 quarter.
Bogart Wealth LLC's CorVel position peaked at $514 in Q2 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.