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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
Q2 		$3.48K Hold
104
– – ﹤0.01% 3814
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 $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

NewEdge Advisors's KRT Position: Q2 2026 in Review

NewEdge Advisors held its Karat Packaging (KRT) position steady in Q2 2026 at 104 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

NewEdge Advisors first reported a position in KRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $9.27K in Q1 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • NewEdge Advisors held 104 shares of Karat Packaging worth $3.48K as of Q2 2026.
  • NewEdge Advisors left its Karat Packaging share count unchanged in Q2 2026.
  • Karat Packaging made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3814 holding.
  • NewEdge Advisors first reported a position in Karat Packaging in Q1 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's Karat Packaging position peaked at $9.27K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.