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 Q2	$10K	Hold	300	–	–	﹤0.01%	3277
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 $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS AM's KRT Position: Q2 2026 in Review

UBS AM held its Karat Packaging (KRT) position steady in Q2 2026 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

UBS AM first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

UBS AM held 300 shares of Karat Packaging worth $10K as of Q2 2026.
UBS AM left its Karat Packaging share count unchanged in Q2 2026.
Karat Packaging made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3277 holding.
UBS AM first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.