QPW
CRVL icon

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM