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Wealthspire Advisors (New York)’s Packaging Corp of America PKG Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-1,593
Closed -$329K – 1060
2025
Q4 		$329K Buy
1,593
+1,157
+265% +$235K ﹤0.01% 768
2025
Q3 		$95K Buy
+436
New +$89.9K ﹤0.01% 1025
2019
Q1 		– Sell
-182
Closed -$15K – 600
2018
Q4 		$15K Buy
+182
New +$16.9K ﹤0.01% 407

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 $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s PKG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Packaging Corp of America (PKG) in Q1 2026, closing a stake of 1,593 shares — an estimated $329K sold.

Wealthspire Advisors (New York) first reported a position in PKG in Q4 2018 and held it in 3 quarters. The position peaked at $329K in Q4 2025. 879 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Packaging Corp of America position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,593 Packaging Corp of America shares in Q1 2026, an estimated $329K.
  • Wealthspire Advisors (New York) first reported a position in Packaging Corp of America in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Packaging Corp of America position peaked at $329K in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.