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NewEdge Advisors’s Karat Packaging KRT Stock Holding History

NewEdge 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
Q1 		$2.9K Hold
104
– – ﹤0.01% 3722
2025
Q4 		$2.35K Hold
104
– – ﹤0.01% 3854
2025
Q3 		$2.62K Hold
104
– – ﹤0.01% 3722
2025
Q2 		$2.93K Hold
104
– – ﹤0.01% 3543
2025
Q1 		$2.76K Buy
+104
New +$3.1K ﹤0.01% 3441
2024
Q2 		– Sell
-324
Closed -$9.27K – 3909
2024
Q1 		$9.27K Buy
+324
New +$8.54K ﹤0.01% 2915

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's KRT Position: Q1 2026 in Review

NewEdge Advisors held its Karat Packaging (KRT) position steady in Q1 2026 at 104 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

NewEdge Advisors first reported a position in KRT in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.27K in Q1 2024. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • NewEdge Advisors held 104 shares of Karat Packaging worth $2.9K as of Q1 2026.
  • NewEdge Advisors left its Karat Packaging share count unchanged in Q1 2026.
  • Karat Packaging made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3722 holding.
  • NewEdge Advisors first reported a position in Karat Packaging in Q1 2024 and has held it in 6 quarters since.
  • NewEdge Advisors's Karat Packaging position peaked at $9.27K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.