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Spire Wealth Management’s CorVel CRVL Stock Holding History

Spire Wealth Management’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 		$1K Hold
16
– – ﹤0.01% 2138
2026
Q1 		$874 Buy
16
+8
+100% +$461 ﹤0.01% 2167
2025
Q4 		$541 Sell
8
-979
-99% -$70.9K ﹤0.01% 2285
2025
Q3 		$76.4K Sell
987
-3,235
-77% -$289K ﹤0.01% 1095
2025
Q2 		$434K Sell
4,222
-1,294
-23% -$143K 0.02% 546
2025
Q1 		$618K Buy
5,516
+413
+8% +$46.1K 0.02% 512
2024
Q4 		$568K Buy
5,103
+978
+24% +$110K 0.02% 518
2024
Q3 		$450K Buy
4,125
+1,833
+80% +$183K 0.02% 544
2024
Q2 		$194K Buy
2,292
+1,194
+109% +$98.6K 0.01% 727
2024
Q1 		$96.2K Buy
1,098
+978
+815% +$78.7K ﹤0.01% 1001
2023
Q4 		$9.35K Buy
120
+12
+11% +$851 ﹤0.01% 1776
2023
Q3 		$7.08K Hold
108
– – ﹤0.01% 1837
2023
Q2 		$6.97K Buy
108
+75
+227% +$5.02K ﹤0.01% 1915
2023
Q1 		$2.09K Buy
+33
New +$1.93K ﹤0.01% 2256

Other funds holding CRVL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Spire Wealth Management's CRVL Position: Q2 2026 in Review

Spire Wealth Management held its CorVel (CRVL) position steady in Q2 2026 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Spire Wealth Management first reported a position in CRVL in Q1 2023 and has held it in 14 quarters since. The position peaked at $618K in Q1 2025. 30 funds tracked by Wall St. Rank hold CRVL as of Q2 2026.

  • Spire Wealth Management held 16 shares of CorVel worth $1K as of Q2 2026.
  • Spire Wealth Management left its CorVel share count unchanged in Q2 2026.
  • CorVel made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2138 holding.
  • Spire Wealth Management first reported a position in CorVel in Q1 2023 and has held it in 14 quarters since.
  • Spire Wealth Management's CorVel position peaked at $618K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held CorVel as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.