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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

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

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

Curated Wealth Partners reduced its CorVel (CRVL) stake by 6.2% in Q2 2026, selling an estimated $30.3K and leaving 7,898 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #106.

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. 290 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Curated Wealth Partners held 7,898 shares of CorVel worth $494K as of Q2 2026.
  • Curated Wealth Partners sold 519 CorVel shares in Q2 2026, an estimated $30.3K.
  • CorVel made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #106 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.
  • 290 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.