Creative Planning
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Creative Planning’s KORU Medical Systems KRMD Stock Holding History

Creative Planning’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
2025
Q4 		– Sell
-16,225
Closed -$62.1K – 4021
2025
Q3 		$62.1K Buy
16,225
+1,558
+11% +$5.96K ﹤0.01% 3740
2025
Q2 		$52.5K Hold
14,667
– – ﹤0.01% 3515
2025
Q1 		$37.3K Hold
14,667
– – ﹤0.01% 3369
2024
Q4 		$56.5K Hold
14,667
– – ﹤0.01% 3235
2024
Q3 		$40K Sell
14,667
-158
-1% -$390 ﹤0.01% 3112
2024
Q2 		$39.3K Hold
14,825
– – ﹤0.01% 2945
2024
Q1 		$35K Buy
14,825
+158
+1% +$339 ﹤0.01% 2809
2023
Q4 		$36K Hold
14,667
– – ﹤0.01% 2669
2023
Q3 		$39.6K Hold
14,667
– – ﹤0.01% 2510
2023
Q2 		$50.6K Hold
14,667
– – ﹤0.01% 2437
2023
Q1 		$61.9K Hold
14,667
– – ﹤0.01% 2316
2022
Q4 		$52.4K Hold
14,667
– – ﹤0.01% 2223
2022
Q3 		$33K Hold
14,667
– – ﹤0.01% 2149
2022
Q2 		$37K Buy
+14,667
New +$35.6K ﹤0.01% 2087
2020
Q4 		– Sell
-83,459
Closed -$603K – 2410
2020
Q3 		$603K Sell
83,459
-36,975
-31% -$328K ﹤0.01% 1039
2020
Q2 		$1.08M Buy
120,434
+105,213
+691% +$1.06M ﹤0.01% 723
2020
Q1 		$114K Sell
15,221
-9,779
-39% -$65.8K ﹤0.01% 1502
2019
Q4 		$163K Buy
+25,000
New +$122K ﹤0.01% 1679

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
SC
Simcoe Capital Spokane, Washington $109M AUM
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's KRMD Position: Q4 2025 in Review

Creative Planning sold out of KORU Medical Systems (KRMD) in Q4 2025, closing a stake of 16,225 shares — an estimated $62.1K sold.

Creative Planning first reported a position in KRMD in Q4 2019 and held it in 18 quarters. The position peaked at $1.08M in Q2 2020. 84 funds tracked by Wall St. Rank hold KRMD as of Q4 2025.

  • Creative Planning reported no remaining KORU Medical Systems position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 16,225 KORU Medical Systems shares in Q4 2025, an estimated $62.1K.
  • Creative Planning first reported a position in KORU Medical Systems in Q4 2019 and held it in 18 quarters.
  • Creative Planning's KORU Medical Systems position peaked at $1.08M in Q2 2020.
  • 84 funds tracked by Wall St. Rank held KORU Medical Systems as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.