Quantum Private Wealth’s CorVel CRVL Stock Holding History

Quantum Private Wealth’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
2025 Q4	–	Sell	-5,085	Closed	-$394K	–	172
2025 Q3	$394K	Hold	5,085	–	–	0.12%	118
2025 Q2	$523K	Hold	5,085	–	–	0.17%	99
2025 Q1	$569K	Hold	5,085	–	–	0.22%	87
2024 Q4	$566K	Sell	5,085 -528	-9%	-$59.1K	0.18%	95
2024 Q3	$612K	Hold	5,613	–	–	0.21%	90
2024 Q2	$476K	Hold	5,613	–	–	0.17%	104
2024 Q1	$492K	Hold	5,613	–	–	0.18%	107
2023 Q4	$463K	Sell	5,613 -36	-0.6%	-$2.55K	0.19%	107
2023 Q3	$370K	Hold	5,649	–	–	0.18%	118
2023 Q2	$364K	Hold	5,649	–	–	0.17%	126
2023 Q1	$358K	Hold	5,649	–	–	0.19%	119
2022 Q4	$274K	Sell	5,649 -240	-4%	-$11.9K	0.17%	135
2022 Q3	$271K	Buy	+5,889	New	+$306K	0.17%	131

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Quantum Private Wealth's CRVL Position: Q4 2025 in Review

Quantum Private Wealth sold out of CorVel (CRVL) in Q4 2025, closing a stake of 5,085 shares — an estimated $394K sold.

Quantum Private Wealth first reported a position in CRVL in Q3 2022 and held it in 13 quarters. The position peaked at $612K in Q3 2024. 284 funds tracked by Wall St. Rank hold CRVL as of Q4 2025.

Quantum Private Wealth reported no remaining CorVel position as of Q4 2025 after selling out during the quarter.
Quantum Private Wealth sold 5,085 CorVel shares in Q4 2025, an estimated $394K.
Quantum Private Wealth first reported a position in CorVel in Q3 2022 and held it in 13 quarters.
Quantum Private Wealth's CorVel position peaked at $612K in Q3 2024.
284 funds tracked by Wall St. Rank held CorVel as of Q4 2025.

Based on Quantum Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.