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
Q1 		$1.94M Buy
35,499
+10,281
+41% +$592K ﹤0.01% 1284
2025
Q4 		$1.71M Buy
25,218
+16,257
+181% +$1.18M ﹤0.01% 1604
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth's CRVL Position: Q1 2026 in Review

Corient Private Wealth increased its CorVel (CRVL) stake by 41% in Q1 2026, buying an estimated $592K and bringing the position to 35,499 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Corient Private Wealth first reported a position in CRVL in Q1 2023 and has held it in 13 quarters since. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

  • Corient Private Wealth held 35,499 shares of CorVel worth $1.94M as of Q1 2026.
  • Corient Private Wealth bought 10,281 CorVel shares in Q1 2026, an estimated $592K.
  • CorVel made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1284 holding.
  • Corient Private Wealth first reported a position in CorVel in Q1 2023 and has held it in 13 quarters since.
  • 281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.