UBS AM’s Karat Packaging KRT Stock Holding History

UBS AM’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	$8.38K	Buy	300 +188	+168%	+$4.74K	﹤0.01%	3348
2025 Q4	$2.53K	Buy	+112	New	+$2.59K	﹤0.01%	3103

Other funds holding KRT

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS AM's KRT Position: Q1 2026 in Review

UBS AM increased its Karat Packaging (KRT) stake by 168% in Q1 2026, buying an estimated $4.74K and bringing the position to 300 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

UBS AM first reported a position in KRT in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

UBS AM held 300 shares of Karat Packaging worth $8.38K as of Q1 2026.
UBS AM bought 188 Karat Packaging shares in Q1 2026, an estimated $4.74K.
Karat Packaging made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3348 holding.
UBS AM first reported a position in Karat Packaging in Q4 2025 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.