Cornerstone Planning Group
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Cornerstone Planning Group’s Karman Holdings KRMN Stock Holding History

Cornerstone Planning Group’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-328
Closed -$15.6K – 1828
2026
Q2 		$15.6K Buy
328
+105
+47% +$6.79K ﹤0.01% 748
2026
Q1 		$14K Buy
223
+64
+40% +$6.17K ﹤0.01% 793
2025
Q4 		$18.3K Buy
+159
New +$11.5K ﹤0.01% 612

Other funds holding KRMN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cornerstone Planning Group's KRMN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Karman Holdings (KRMN) in Q3 2026, closing a stake of 328 shares — an estimated $15.6K sold.

Cornerstone Planning Group first reported a position in KRMN in Q4 2025 and held it in 3 quarters. The position peaked at $18.3K in Q4 2025. 50 funds tracked by Wall St. Rank hold KRMN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Karman Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 328 Karman Holdings shares in Q3 2026, an estimated $15.6K.
  • Cornerstone Planning Group first reported a position in Karman Holdings in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Karman Holdings position peaked at $18.3K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Karman Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.