JFS Wealth Advisors’s CorVel CRVL Stock Holding History

JFS Wealth Advisors’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	$1.13K	Buy	18 +3	+20%	+$175	﹤0.01%	1769
2026 Q1	$820	Sell	15 -30	-67%	-$1.73K	﹤0.01%	1702
2025 Q4	$3.05K	Buy	45 +9	+25%	+$652	﹤0.01%	1420
2025 Q3	$2.79K	Sell	36 -1	-3%	-$89	﹤0.01%	1344
2025 Q2	$3.8K	Hold	37	–	–	﹤0.01%	1183
2025 Q1	$4.14K	Buy	37 +1	+3%	+$112	﹤0.01%	1196
2024 Q4	$4.01K	Hold	36	–	–	﹤0.01%	1206
2024 Q3	$3.92K	Hold	36	–	–	﹤0.01%	1208
2024 Q2	$3.05K	Hold	36	–	–	﹤0.01%	1264
2024 Q1	$3.16K	Hold	36	–	–	﹤0.01%	1276
2023 Q4	$2.97K	Hold	36	–	–	﹤0.01%	1264
2023 Q3	$2.36K	Hold	36	–	–	﹤0.01%	1295
2023 Q2	$2.32K	Hold	36	–	–	﹤0.01%	1329
2023 Q1	$2.28K	Buy	36 +6	+20%	+$351	﹤0.01%	1308
2022 Q4	$1.45K	Sell	30 -9	-23%	-$448	﹤0.01%	1492
2022 Q3	$2K	Buy	39 +30	+333%	+$1.56K	﹤0.01%	1298
2022 Q2	$0	Sell	9 -21	-70%	-$1.08K	﹤0.01%	1785
2022 Q1	$2K	Buy	30 +15	+100%	+$852	﹤0.01%	1395
2021 Q4	$1K	Buy	+15	New	+$942	﹤0.01%	1311

Other funds holding CRVL

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

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

Handelsbanken Fonder

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return