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United Financial Planning Group’s Karman Holdings KRMN Stock Holding History

United Financial Planning Group’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
Closed -$293 – 656
2025
Q4 		$293 Buy
+4
New +$290 ﹤0.01% 436

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Lexington Partners New York $134M AUM 1.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KC
KHIS Custodian Dallas, Texas $142M AUM
Donaldson Capital Management
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

United Financial Planning Group's KRMN Position: Q1 2026 in Review

United Financial Planning Group sold out of Karman Holdings (KRMN) in Q1 2026, closing a stake of 4 shares — an estimated $293 sold.

United Financial Planning Group first reported a position in KRMN in Q4 2025 and held it in 1 quarter. The position peaked at $293 in Q4 2025. 363 funds tracked by Wall St. Rank hold KRMN as of Q1 2026.

  • United Financial Planning Group reported no remaining Karman Holdings position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 4 Karman Holdings shares in Q1 2026, an estimated $293.
  • United Financial Planning Group first reported a position in Karman Holdings in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Karman Holdings position peaked at $293 in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Karman Holdings as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.