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Intentional Wealth Strategies’s Karat Packaging KRT Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-45
Closed -$1.26K – 519
2026
Q1 		$1.26K Buy
+45
New +$1.13K ﹤0.01% 734

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Intentional Wealth Strategies's KRT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Karat Packaging (KRT) in Q2 2026, closing a stake of 45 shares — an estimated $1.26K sold.

Intentional Wealth Strategies first reported a position in KRT in Q1 2026 and held it in 1 quarter. The position peaked at $1.26K in Q1 2026. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Karat Packaging position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 45 Karat Packaging shares in Q2 2026, an estimated $1.26K.
  • Intentional Wealth Strategies first reported a position in Karat Packaging in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Karat Packaging position peaked at $1.26K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.