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
Q2 		– Sell
-125
Closed -$7.86K – 545
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's KRMN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Karman Holdings (KRMN) in Q2 2026, closing a stake of 125 shares — an estimated $7.86K sold.

Mark Sheptoff Financial Planning first reported a position in KRMN in Q3 2025 and held it in 3 quarters. The position peaked at $296K in Q4 2025. 358 funds tracked by Wall St. Rank hold KRMN as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Karman Holdings position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 125 Karman Holdings shares in Q2 2026, an estimated $7.86K.
  • Mark Sheptoff Financial Planning first reported a position in Karman Holdings in Q3 2025 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Karman Holdings position peaked at $296K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Karman Holdings as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.