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Private Wealth Management Group’s Karat Packaging KRT Stock Holding History

Private Wealth Management Group’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
Q3 		– Sell
-58
Closed -$1.63K – 1513
2025
Q2 		$1.63K Buy
+58
New +$1.62K ﹤0.01% 1149

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Private Wealth Management Group's KRT Position: Q3 2025 in Review

Private Wealth Management Group sold out of Karat Packaging (KRT) in Q3 2025, closing a stake of 58 shares — an estimated $1.63K sold.

Private Wealth Management Group first reported a position in KRT in Q2 2025 and held it in 1 quarter. The position peaked at $1.63K in Q2 2025. 126 funds tracked by Wall St. Rank hold KRT as of Q3 2025.

  • Private Wealth Management Group reported no remaining Karat Packaging position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 58 Karat Packaging shares in Q3 2025, an estimated $1.63K.
  • Private Wealth Management Group first reported a position in Karat Packaging in Q2 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Karat Packaging position peaked at $1.63K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.