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Summit Trail Advisors’s KORU Medical Systems KRMD Stock Holding History

Summit Trail Advisors’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
2026
Q1 		– Sell
-25,000
Closed -$145K – 1477
2025
Q4 		$145K Hold
25,000
– – ﹤0.01% 1279
2025
Q3 		$95.8K Hold
25,000
– – ﹤0.01% 1329
2025
Q2 		$89.5K Buy
+25,000
New +$71K ﹤0.01% 1101

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Summit Trail Advisors's KRMD Position: Q1 2026 in Review

Summit Trail Advisors sold out of KORU Medical Systems (KRMD) in Q1 2026, closing a stake of 25,000 shares — an estimated $145K sold.

Summit Trail Advisors first reported a position in KRMD in Q2 2025 and held it in 3 quarters. The position peaked at $145K in Q4 2025. 91 funds tracked by Wall St. Rank hold KRMD as of Q1 2026.

  • Summit Trail Advisors reported no remaining KORU Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 25,000 KORU Medical Systems shares in Q1 2026, an estimated $145K.
  • Summit Trail Advisors first reported a position in KORU Medical Systems in Q2 2025 and held it in 3 quarters.
  • Summit Trail Advisors's KORU Medical Systems position peaked at $145K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held KORU Medical Systems as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.