Fortitude Family Office’s CorVel CRVL Stock Holding History

Fortitude Family Office’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 Q3	$12.1K	Buy	162 +121	+295%	+$8.02K	﹤0.01%	1126
2026 Q2	$2.56K	Buy	+41	New	+$2.39K	﹤0.01%	1389
2025 Q4	–	Sell	-8	Closed	-$619	–	1968
2025 Q3	$619	Sell	8 -6	-43%	-$535	﹤0.01%	1722
2025 Q2	$1.44K	Buy	+14	New	+$1.54K	﹤0.01%	1347

Other funds holding CRVL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office's CRVL Position: Q3 2026 in Review

Fortitude Family Office increased its CorVel (CRVL) stake by 295% in Q3 2026, buying an estimated $8.02K and bringing the position to 162 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Fortitude Family Office first reported a position in CRVL in Q2 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CRVL as of Q3 2026.

Fortitude Family Office held 162 shares of CorVel worth $12.1K as of Q3 2026.
Fortitude Family Office bought 121 CorVel shares in Q3 2026, an estimated $8.02K.
CorVel made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1126 holding.
Fortitude Family Office first reported a position in CorVel in Q2 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held CorVel as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.