Diversify Wealth Management’s Packaging Corp of America PKG Stock Holding History

Diversify Wealth Management’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Sell	46,125 -5	-0%	-$1.1K	0.19%	105
2026 Q1	$9.97M	Buy	46,130 +30	+0.1%	+$6.69K	0.18%	123
2025 Q4	$10.1M	Buy	46,100 +39	+0.1%	+$7.93K	0.47%	45
2025 Q3	$9.01M	Buy	46,061 +1	+0%	+$206	0.52%	37
2025 Q2	$9.16M	Buy	46,060 +9	+0%	+$1.7K	0.57%	33
2025 Q1	$8.56M	Sell	46,051 -7	-0%	-$1.49K	0.64%	27
2024 Q4	$10.5M	Buy	46,058 +24	+0.1%	+$5.55K	0.82%	21
2024 Q3	$10.5M	Buy	+46,034	New	+$9.15M	1.01%	18

Other funds holding PKG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Wealth Management's PKG Position: Q2 2026 in Review

Diversify Wealth Management reduced its Packaging Corp of America (PKG) stake by 0.01% in Q2 2026, selling an estimated $1.1K and leaving 46,125 shares worth $11.6M. The position accounts for 0.19% of the portfolio, ranked #105.

Diversify Wealth Management first reported a position in PKG in Q3 2024 and has held it in 8 quarters since. 903 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Diversify Wealth Management held 46,125 shares of Packaging Corp of America worth $11.6M as of Q2 2026.
Diversify Wealth Management sold 5 Packaging Corp of America shares in Q2 2026, an estimated $1.1K.
Packaging Corp of America made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #105 holding.
Diversify Wealth Management first reported a position in Packaging Corp of America in Q3 2024 and has held it in 8 quarters since.
903 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.