NWAG
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Net Worth Advisory Group’s Packaging Corp of America PKG Stock Holding History

Net Worth Advisory Group’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
2025
Q3 		– Sell
-2,195
Closed -$414K – 468
2025
Q2 		$414K Buy
2,195
+270
+14% +$51K 0.09% 220
2025
Q1 		$381K Buy
1,925
+35
+2% +$7.47K 0.12% 197
2024
Q4 		$425K Buy
1,890
+17
+0.9% +$3.93K 0.13% 191
2024
Q3 		$403K Buy
+1,873
New +$372K 0.12% 200

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Net Worth Advisory Group's PKG Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Packaging Corp of America (PKG) in Q3 2025, closing a stake of 2,195 shares — an estimated $414K sold.

Net Worth Advisory Group first reported a position in PKG in Q3 2024 and held it in 4 quarters. The position peaked at $425K in Q4 2024. 859 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Packaging Corp of America position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,195 Packaging Corp of America shares in Q3 2025, an estimated $414K.
  • Net Worth Advisory Group first reported a position in Packaging Corp of America in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Packaging Corp of America position peaked at $425K in Q4 2024.
  • 859 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.