Corient Private Wealth
CRVL icon

Corient Private Wealth’s CorVel CRVL Stock Holding History

Corient 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 		$3.18M Buy
50,913
+15,414
+43% +$899K ﹤0.01% 1088
2026
Q1 		$1.94M Buy
35,499
+22,890
+182% +$1.32M ﹤0.01% 1284
2025
Q4 		$854K Buy
12,609
+3,648
+41% +$264K ﹤0.01% 1586
2025
Q3 		$694K Buy
8,961
+2,337
+35% +$208K ﹤0.01% 1622
2025
Q2 		$681K Sell
6,624
-95
-1% -$10.5K ﹤0.01% 1542
2025
Q1 		$752K Sell
6,719
-2,185
-25% -$244K ﹤0.01% 1407
2024
Q4 		$991K Buy
8,904
+2,100
+31% +$235K ﹤0.01% 1325
2024
Q3 		$741K Sell
6,804
-123
-2% -$12.3K ﹤0.01% 1547
2024
Q2 		$587K Sell
6,927
-21
-0.3% -$1.73K ﹤0.01% 1559
2024
Q1 		$609K Sell
6,948
-15
-0.2% -$1.21K ﹤0.01% 1527
2023
Q4 		$574K Buy
6,963
+1,605
+30% +$114K ﹤0.01% 1544
2023
Q3 		$351K Buy
5,358
+1,209
+29% +$83.4K ﹤0.01% 1670
2023
Q2 		$268K Sell
4,149
-99
-2% -$6.63K ﹤0.01% 1753
2023
Q1 		$269K Buy
+4,248
New +$248K ﹤0.01% 1663

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

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

Corient Private Wealth increased its CorVel (CRVL) stake by 43% in Q2 2026, buying an estimated $899K and bringing the position to 50,913 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Corient Private Wealth first reported a position in CRVL in Q1 2023 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Corient Private Wealth held 50,913 shares of CorVel worth $3.18M as of Q2 2026.
  • Corient Private Wealth bought 15,414 CorVel shares in Q2 2026, an estimated $899K.
  • CorVel made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1088 holding.
  • Corient Private Wealth first reported a position in CorVel in Q1 2023 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.