Henrickson Nauta Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Henrickson Nauta Wealth Advisors’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	$242K	Buy	1,016 +6	+0.6%	+$1.31K	0.06%	101
2026 Q1	$214K	Sell	1,010 -580	-36%	-$129K	0.06%	100
2025 Q4	$337K	Buy	1,590 +549	+53%	+$112K	0.05%	93
2025 Q3	$227K	Buy	+1,041	New	+$215K	0.07%	87
2025 Q1	–	Sell	-1,003	Closed	-$226K	–	82
2024 Q4	$226K	Hold	1,003	–	–	0.09%	77
2024 Q3	$216K	Buy	+1,003	New	+$199K	0.09%	76
2022 Q1	–	Sell	-988	Closed	-$135K	–	197
2021 Q4	$135K	Buy	+988	New	+$133K	0.11%	57

Other funds holding PKG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return