Planning Directions’s CorMedix CRMD Stock Holding History

Planning Directions’s Portfolio CRMD Stock Details CRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Hold	20,000	–	–	0.07%	109
2026 Q1	$136K	Hold	20,000	–	–	0.07%	105
2025 Q4	$233K	Sell	20,000 -30,000	-60%	-$332K	0.12%	89
2025 Q3	$582K	Hold	50,000	–	–	0.3%	40
2025 Q2	$616K	Hold	50,000	–	–	0.35%	38
2025 Q1	$308K	Hold	50,000	–	–	0.13%	94
2024 Q4	$405K	Hold	50,000	–	–	0.24%	51
2024 Q3	$404K	Hold	50,000	–	–	0.24%	51
2024 Q2	$217K	Hold	50,000	–	–	0.15%	67
2024 Q1	$212K	Hold	50,000	–	–	0.15%	70
2023 Q4	$188K	Hold	50,000	–	–	0.13%	68
2023 Q3	$185K	Hold	50,000	–	–	0.14%	64
2023 Q2	$198K	Hold	50,000	–	–	0.14%	65
2023 Q1	$207K	Hold	50,000	–	–	0.15%	67
2022 Q4	$211K	Hold	50,000	–	–	0.16%	66
2022 Q3	$142K	Hold	50,000	–	–	0.11%	65
2022 Q2	$201K	Hold	50,000	–	–	0.15%	69
2022 Q1	$274K	Hold	50,000	–	–	0.19%	58
2021 Q4	$228K	Hold	50,000	–	–	0.15%	72
2021 Q3	$232K	Hold	50,000	–	–	0.17%	65
2021 Q2	$343K	Hold	50,000	–	–	0.25%	48
2021 Q1	$500K	Hold	50,000	–	–	0.39%	38
2020 Q4	$372K	Hold	50,000	–	–	0.3%	44
2020 Q3	$302K	Hold	50,000	–	–	0.27%	46
2020 Q2	$315K	Buy	+50,000	New	+$231K	0.29%	46
2020 Q1	–	Sell	-50,000	Closed	-$364K	–	68
2019 Q4	$364K	Hold	50,000	–	–	0.34%	39
2019 Q3	$319K	Buy	+50,000	New	+$420K	0.31%	39
2019 Q1	–	Sell	-21,482	Closed	-$139K	–	54
2018 Q4	$139K	Hold	21,482	–	–	0.17%	48
2018 Q3	$104K	Hold	21,482	–	–	0.1%	58
2018 Q2	$26K	Hold	21,482	–	–	0.03%	53
2018 Q1	$19K	Buy	+21,482	New	+$42.9K	0.02%	52

Other funds holding CRMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Planning Directions's CRMD Position: Q2 2026 in Review

Planning Directions held its CorMedix (CRMD) position steady in Q2 2026 at 20,000 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #109.

Planning Directions first reported a position in CRMD in Q1 2018 and has held it in 31 quarters since. The position peaked at $616K in Q2 2025. 194 funds tracked by Wall St. Rank hold CRMD as of Q2 2026.

Planning Directions held 20,000 shares of CorMedix worth $157K as of Q2 2026.
Planning Directions left its CorMedix share count unchanged in Q2 2026.
CorMedix made up 0.07% of Planning Directions's portfolio in Q2 2026, its #109 holding.
Planning Directions first reported a position in CorMedix in Q1 2018 and has held it in 31 quarters since.
Planning Directions's CorMedix position peaked at $616K in Q2 2025.
194 funds tracked by Wall St. Rank held CorMedix as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.