UBS Group
KRT icon

UBS Group’s Karat Packaging KRT Stock Holding History

UBS 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
2026
Q1 		$690K Sell
24,714
-41,290
-63% -$1.04M ﹤0.01% 5829
2025
Q4 		$1.49M Sell
66,004
-60,710
-48% -$1.41M ﹤0.01% 5229
2025
Q3 		$3.19M Sell
126,714
-369,343
-74% -$9.71M ﹤0.01% 4500
2025
Q2 		$14M Buy
496,057
+99,185
+25% +$2.76M ﹤0.01% 2758
2025
Q1 		$10.5M Buy
396,872
+19,468
+5% +$580K ﹤0.01% 2979
2024
Q4 		$11.4M Buy
377,404
+66,300
+21% +$1.92M ﹤0.01% 2901
2024
Q3 		$8.05M Buy
311,104
+9,200
+3% +$247K ﹤0.01% 2575
2024
Q2 		$8.93M Buy
301,904
+27,014
+10% +$759K ﹤0.01% 2304
2024
Q1 		$7.86M Buy
274,890
+105,758
+63% +$2.79M ﹤0.01% 2499
2023
Q4 		$4.2M Buy
169,132
+76,497
+83% +$1.69M ﹤0.01% 2972
2023
Q3 		$2.14M Sell
92,635
-1,301
-1% -$27.9K ﹤0.01% 3381
2023
Q2 		$1.71M Sell
93,936
-20,164
-18% -$311K ﹤0.01% 3684
2023
Q1 		$1.52M Buy
114,100
+4,746
+4% +$70.1K ﹤0.01% 3707
2022
Q4 		$1.57M Buy
109,354
+16,754
+18% +$244K ﹤0.01% 3626
2022
Q3 		$1.48M Buy
92,600
+5,189
+6% +$93.9K ﹤0.01% 3425
2022
Q2 		$1.49M Buy
87,411
+2,631
+3% +$49.3K ﹤0.01% 3380
2022
Q1 		$1.68M Sell
84,780
-11,265
-12% -$195K ﹤0.01% 3603
2021
Q4 		$1.94M Buy
96,045
+21,848
+29% +$462K ﹤0.01% 3762
2021
Q3 		$1.56M Buy
74,197
+36,697
+98% +$827K ﹤0.01% 3803
2021
Q2 		$764K Buy
+37,500
New +$713K ﹤0.01% 4400

Other funds holding KRT

BlackRock
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's KRT Position: Q1 2026 in Review

UBS Group reduced its Karat Packaging (KRT) stake by 63% in Q1 2026, selling an estimated $1.04M and leaving 24,714 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #5829.

UBS Group first reported a position in KRT in Q2 2021 and has held it in 20 quarters since. The position peaked at $14M in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • UBS Group held 24,714 shares of Karat Packaging worth $690K as of Q1 2026.
  • UBS Group sold 41,290 Karat Packaging shares in Q1 2026, an estimated $1.04M.
  • Karat Packaging made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5829 holding.
  • UBS Group first reported a position in Karat Packaging in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Karat Packaging position peaked at $14M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.