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True Wealth Design’s Packaging Corp of America PKG Stock Holding History

True Wealth Design’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 		$50.3K Sell
211
-42
-17% -$9.21K 0.01% 485
2026
Q1 		$53.7K Sell
253
-10
-4% -$2.23K 0.01% 383
2025
Q4 		$54.3K Sell
263
-51
-16% -$10.4K 0.02% 312
2025
Q3 		$68.4K Buy
314
+248
+376% +$51.1K 0.02% 244
2025
Q2 		$12.4K Buy
66
+37
+128% +$6.99K ﹤0.01% 500
2025
Q1 		$5.74K Sell
29
-55
-65% -$11.7K ﹤0.01% 641
2024
Q4 		$18.9K Buy
84
+7
+9% +$1.62K 0.01% 332
2024
Q3 		$16.6K Buy
77
+68
+756% +$13.5K 0.01% 348
2024
Q2 		$1.64K Buy
9
+2
+29% +$364 ﹤0.01% 391
2024
Q1 		$1.33K Buy
7
+3
+75% +$520 ﹤0.01% 398
2023
Q4 		$652 Hold
4
– – ﹤0.01% 411
2023
Q3 		$615 Sell
4
-5,653
-100% -$825K ﹤0.01% 381
2023
Q2 		$748K Sell
5,657
-36
-0.6% -$4.81K 0.27% 79
2023
Q1 		$790K Buy
5,693
+5,689
+142,225% +$773K 0.33% 68
2022
Q4 		$512 Buy
+4
New +$501 ﹤0.01% 448

Other funds holding PKG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's PKG Position: Q2 2026 in Review

True Wealth Design reduced its Packaging Corp of America (PKG) stake by 17% in Q2 2026, selling an estimated $9.21K and leaving 211 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #485.

True Wealth Design first reported a position in PKG in Q4 2022 and has held it in 15 quarters since. The position peaked at $790K in Q1 2023. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • True Wealth Design held 211 shares of Packaging Corp of America worth $50.3K as of Q2 2026.
  • True Wealth Design sold 42 Packaging Corp of America shares in Q2 2026, an estimated $9.21K.
  • Packaging Corp of America made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #485 holding.
  • True Wealth Design first reported a position in Packaging Corp of America in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Packaging Corp of America position peaked at $790K in Q1 2023.
  • 894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.