Wealthcare Advisory Partners’s Packaging Corp of America PKG Stock Holding History

Wealthcare Advisory Partners’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	$472K	Sell	1,979 -102	-5%	-$22.4K	0.01%	727
2026 Q1	$442K	Sell	2,081 -15	-0.7%	-$3.35K	0.01%	743
2025 Q4	$432K	Buy	2,096 +61	+3%	+$12.4K	0.01%	742
2025 Q3	$444K	Buy	2,035 +80	+4%	+$16.5K	0.01%	710
2025 Q2	$368K	Sell	1,955 -97	-5%	-$18.3K	0.01%	726
2025 Q1	$406K	Buy	2,052 +8	+0.4%	+$1.71K	0.01%	638
2024 Q4	$460K	Buy	2,044 +27	+1%	+$6.25K	0.01%	590
2024 Q3	$434K	Buy	2,017 +1	+0%	+$199	0.01%	600
2024 Q2	$368K	Buy	2,016 +30	+2%	+$5.46K	0.01%	611
2024 Q1	$377K	Buy	+1,986	New	+$344K	0.01%	608
2021 Q2	–	Sell	-18	Closed	-$2K	–	1494
2021 Q1	$2K	Buy	+18	New	+$2.45K	﹤0.01%	1904
2020 Q2	–	Sell	-81	Closed	-$7K	–	1078
2020 Q1	$7K	Buy	81 +36	+80%	+$3.49K	﹤0.01%	1018
2019 Q4	$5K	Hold	45	–	–	﹤0.01%	1113
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	1082
2019 Q2	$4K	Hold	45	–	–	﹤0.01%	1110
2019 Q1	$4K	Hold	45	–	–	﹤0.01%	1010
2018 Q4	$4K	Hold	45	–	–	﹤0.01%	990
2018 Q3	$5K	Buy	+45	New	+$5.08K	﹤0.01%	999
2018 Q1	–	Sell	-52	Closed	-$6K	–	1208
2017 Q4	$6K	Buy	+52	New	+$6.03K	﹤0.01%	761

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 $3.37T AUM 44.26% 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

Wealthcare Advisory Partners's PKG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Packaging Corp of America (PKG) stake by 4.9% in Q2 2026, selling an estimated $22.4K and leaving 1,979 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #727.

Wealthcare Advisory Partners first reported a position in PKG in Q4 2017 and has held it in 19 quarters since. 900 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Wealthcare Advisory Partners held 1,979 shares of Packaging Corp of America worth $472K as of Q2 2026.
Wealthcare Advisory Partners sold 102 Packaging Corp of America shares in Q2 2026, an estimated $22.4K.
Packaging Corp of America made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #727 holding.
Wealthcare Advisory Partners first reported a position in Packaging Corp of America in Q4 2017 and has held it in 19 quarters since.
900 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.