EWA
KRT icon

EverSource Wealth Advisors’s Karat Packaging KRT Stock Holding History

EverSource Wealth Advisors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69K Buy
200
+54
+37% +$1.55K ﹤0.01% 3136
2026
Q1 		$4.08K Buy
146
+79
+118% +$1.99K ﹤0.01% 3356
2025
Q4 		$1.51K Buy
67
+59
+738% +$1.37K ﹤0.01% 3594
2025
Q3 		$202 Sell
8
-10
-56% -$263 ﹤0.01% 4110
2025
Q2 		$507 Sell
18
-18
-50% -$502 ﹤0.01% 3895
2025
Q1 		$956 Buy
36
+28
+350% +$835 ﹤0.01% 3240
2024
Q4 		$242 Buy
+8
New +$231 ﹤0.01% 3393

Other funds holding KRT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

EverSource Wealth Advisors's KRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Karat Packaging (KRT) stake by 37% in Q2 2026, buying an estimated $1.55K and bringing the position to 200 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

EverSource Wealth Advisors first reported a position in KRT in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • EverSource Wealth Advisors held 200 shares of Karat Packaging worth $6.69K as of Q2 2026.
  • EverSource Wealth Advisors bought 54 Karat Packaging shares in Q2 2026, an estimated $1.55K.
  • Karat Packaging made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3136 holding.
  • EverSource Wealth Advisors first reported a position in Karat Packaging in Q4 2024 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.