Carson Wealth (CWM LLC)’s KORU Medical Systems KRMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KRMD Stock Details KRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$929	Buy	215 +70	+48%	+$347	﹤0.01%	5408
2025 Q4	$1K	Buy	145 +13	+10%	+$62	﹤0.01%	5240
2025 Q3	$1K	Buy	+132	New	+$505	﹤0.01%	5146
2024 Q3	–	Sell	-146	Closed	–	–	4986
2024 Q2	$0	Buy	+146	New	+$334	﹤0.01%	4759
2023 Q4	–	Sell	-753	Closed	-$2K	–	4338
2023 Q3	$2K	Buy	+753	New	+$2.06K	﹤0.01%	3823

Other funds holding KRMD

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KRMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its KORU Medical Systems (KRMD) stake by 48% in Q1 2026, buying an estimated $347 and bringing the position to 215 shares worth $929. The position accounts for ﹤0.01% of the portfolio, ranked #5408.

Carson Wealth (CWM LLC) first reported a position in KRMD in Q3 2023 and has held it in 5 quarters since. The position peaked at $2K in Q3 2023. 91 funds tracked by Wall St. Rank hold KRMD as of Q1 2026.

Carson Wealth (CWM LLC) held 215 shares of KORU Medical Systems worth $929 as of Q1 2026.
Carson Wealth (CWM LLC) bought 70 KORU Medical Systems shares in Q1 2026, an estimated $347.
KORU Medical Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5408 holding.
Carson Wealth (CWM LLC) first reported a position in KORU Medical Systems in Q3 2023 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s KORU Medical Systems position peaked at $2K in Q3 2023.
91 funds tracked by Wall St. Rank held KORU Medical Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.