Nisa Investment Advisors
KRT icon

Nisa Investment Advisors’s Karat Packaging KRT Stock Holding History

Nisa Investment 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
2025
Q4 		– Sell
-2,072
Closed -$52.2K – 3027
2025
Q3 		$52.2K Sell
2,072
-3
-0.1% -$79 ﹤0.01% 1619
2025
Q2 		$58.4K Buy
2,075
+9
+0.4% +$251 ﹤0.01% 1548
2025
Q1 		$54.9K Hold
2,066
– – ﹤0.01% 1566
2024
Q4 		$62.5K Sell
2,066
-1,610
-44% -$46.6K ﹤0.01% 1613
2024
Q3 		$95.2K Buy
3,676
+3,061
+498% +$82K ﹤0.01% 1460
2024
Q2 		$18.2K Buy
615
+15
+3% +$422 ﹤0.01% 1977
2024
Q1 		$17.2K Hold
600
– – ﹤0.01% 1942
2023
Q4 		$14.9K Sell
600
-2,300
-79% -$50.7K ﹤0.01% 1945
2023
Q3 		$66.9K Buy
+2,900
New +$62.2K ﹤0.01% 1642

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
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
KI
KTF Investments Seal Beach, California $989M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's KRT Position: Q4 2025 in Review

Nisa Investment Advisors sold out of Karat Packaging (KRT) in Q4 2025, closing a stake of 2,072 shares — an estimated $52.2K sold.

Nisa Investment Advisors first reported a position in KRT in Q3 2023 and held it in 9 quarters. The position peaked at $95.2K in Q3 2024. 124 funds tracked by Wall St. Rank hold KRT as of Q4 2025.

  • Nisa Investment Advisors reported no remaining Karat Packaging position as of Q4 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,072 Karat Packaging shares in Q4 2025, an estimated $52.2K.
  • Nisa Investment Advisors first reported a position in Karat Packaging in Q3 2023 and held it in 9 quarters.
  • Nisa Investment Advisors's Karat Packaging position peaked at $95.2K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2025.

Based on Nisa Investment Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.