MSFP
KRMN

Mark Sheptoff Financial Planning’s Karman Holdings KRMN Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$7.86K Sell
125
-3,925
-97% -$379K ﹤0.01% 371
2025
Q4 		$296K Buy
4,050
+300
+8% +$21.7K 0.14% 84
2025
Q3 		$271K Buy
+3,750
New +$206K 0.13% 92

Other funds holding KRMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KC
KHIS Custodian Dallas, Texas $316M AUM
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's KRMN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Karman Holdings (KRMN) stake by 97% in Q1 2026, selling an estimated $379K and leaving 125 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Mark Sheptoff Financial Planning first reported a position in KRMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 359 funds tracked by Wall St. Rank hold KRMN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 125 shares of Karman Holdings worth $7.86K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 3,925 Karman Holdings shares in Q1 2026, an estimated $379K.
  • Karman Holdings made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #371 holding.
  • Mark Sheptoff Financial Planning first reported a position in Karman Holdings in Q3 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Karman Holdings position peaked at $296K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Karman Holdings as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.