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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
2024
Q2 		– Sell
-7,929
Closed -$695K – 168
2024
Q1 		$695K Buy
+7,929
New +$638K 0.1% 65

Other funds holding CRVL

Assenagon Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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.