MWM
PKG icon

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

Modera 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 		$569K Buy
2,387
+79
+3% +$17.3K 0.01% 439
2026
Q1 		$490K Sell
2,308
-105
-4% -$23.4K 0.01% 439
2025
Q4 		$498K Buy
2,413
+8
+0.3% +$1.63K 0.01% 458
2025
Q3 		$524K Sell
2,405
-12
-0.5% -$2.48K 0.01% 450
2025
Q2 		$455K Sell
2,417
-150
-6% -$28.4K 0.01% 465
2025
Q1 		$508K Sell
2,567
-258
-9% -$55.1K 0.01% 430
2024
Q4 		$636K Buy
2,825
+405
+17% +$93.7K 0.01% 392
2024
Q3 		$521K Buy
2,420
+11
+0.5% +$2.19K 0.01% 408
2024
Q2 		$440K Buy
2,409
+2
+0.1% +$364 0.01% 414
2024
Q1 		$457K Buy
2,407
+9
+0.4% +$1.56K 0.01% 404
2023
Q4 		$391K Sell
2,398
-5
-0.2% -$787 0.01% 418
2023
Q3 		$369K Buy
2,403
+7
+0.3% +$1.02K 0.01% 410
2023
Q2 		$317K Sell
2,396
-47
-2% -$6.28K 0.01% 461
2023
Q1 		$339K Hold
2,443
– – 0.01% 268
2022
Q4 		$312K Sell
2,443
-2
-0.1% -$251 0.01% 277
2022
Q3 		$275K Buy
2,445
+10
+0.4% +$1.35K 0.01% 257
2022
Q2 		$335K Buy
+2,435
New +$376K 0.02% 241
2022
Q1 		– Sell
-2,662
Closed -$362K – 532
2021
Q4 		$362K Buy
+2,662
New +$358K 0.01% 354

Other funds holding PKG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Modera Wealth Management increased its Packaging Corp of America (PKG) stake by 3.4% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,387 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #439.

Modera Wealth Management first reported a position in PKG in Q4 2021 and has held it in 18 quarters since. The position peaked at $636K in Q4 2024. 500 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Modera Wealth Management held 2,387 shares of Packaging Corp of America worth $569K as of Q2 2026.
  • Modera Wealth Management bought 79 Packaging Corp of America shares in Q2 2026, an estimated $17.3K.
  • Packaging Corp of America made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Modera Wealth Management first reported a position in Packaging Corp of America in Q4 2021 and has held it in 18 quarters since.
  • Modera Wealth Management's Packaging Corp of America position peaked at $636K in Q4 2024.
  • 500 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.