Curated Wealth Partners’s CorVel CRVL Stock Holding History

Curated Wealth Partners’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	$61.1K	Buy	40,700 +32,283	+384%	+$1.88M	0.01%	679
2026 Q1	$460K	Hold	8,417	–	–	0.06%	118
2025 Q4	$570K	Buy	8,417 +2,027	+32%	+$147K	0.06%	108
2025 Q3	$495K	Hold	6,390	–	–	0.06%	96
2025 Q2	$657K	Hold	6,390	–	–	0.08%	78
2025 Q1	$715K	Hold	6,390	–	–	0.09%	71
2024 Q4	$711K	Hold	6,390	–	–	0.08%	69
2024 Q3	$696K	Hold	6,390	–	–	0.09%	66
2024 Q2	$542K	Buy	+6,390	New	+$528K	0.08%	74
2024 Q1	–	Sell	-8,541	Closed	-$687K	–	173
2023 Q4	$704K	Sell	8,541 -15	-0.2%	-$1.06K	0.12%	68
2023 Q3	$561K	Hold	8,556	–	–	0.1%	71
2023 Q2	$552K	Hold	8,556	–	–	0.11%	67
2023 Q1	$543K	Hold	8,556	–	–	0.12%	63
2022 Q4	$414K	Sell	8,556 -45	-0.5%	-$2.24K	0.1%	72
2022 Q3	$397K	Sell	8,601 -192	-2%	-$9.96K	0.12%	74
2022 Q2	$432K	Buy	8,793 +987	+13%	+$50.8K	0.13%	76
2022 Q1	$542K	Hold	7,806	–	–	0.18%	71
2021 Q4	$542K	Buy	+7,806	New	+$490K	0.18%	73

Other funds holding CRVL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Curated Wealth Partners's CRVL Position: Q2 2026 in Review

Curated Wealth Partners increased its CorVel (CRVL) stake by 384% in Q2 2026, buying an estimated $1.88M and bringing the position to 40,700 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #679.

Curated Wealth Partners first reported a position in CRVL in Q4 2021 and has held it in 18 quarters since. The position peaked at $715K in Q1 2025. 30 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

Curated Wealth Partners held 40,700 shares of CorVel worth $61.1K as of Q2 2026.
Curated Wealth Partners bought 32,283 CorVel shares in Q2 2026, an estimated $1.88M.
CorVel made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #679 holding.
Curated Wealth Partners first reported a position in CorVel in Q4 2021 and has held it in 18 quarters since.
Curated Wealth Partners's CorVel position peaked at $715K in Q1 2025.
30 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.