MYIA
KRMN

Mount Yale Investment Advisors’s Karman Holdings KRMN Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-4,602
Closed -$337K – 1135
2025
Q4 		$337K Buy
4,602
+399
+9% +$28.9K 0.02% 562
2025
Q3 		$303K Buy
+4,203
New +$231K 0.02% 518

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 $3.5B AUM 28.74% 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

Mount Yale Investment Advisors's KRMN Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Karman Holdings (KRMN) in Q1 2026, closing a stake of 4,602 shares — an estimated $337K sold.

Mount Yale Investment Advisors first reported a position in KRMN in Q3 2025 and held it in 2 quarters. The position peaked at $337K in Q4 2025. 359 funds tracked by Wall St. Rank hold KRMN as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Karman Holdings position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,602 Karman Holdings shares in Q1 2026, an estimated $337K.
  • Mount Yale Investment Advisors first reported a position in Karman Holdings in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Karman Holdings position peaked at $337K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Karman Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.