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Avantax Planning Partners’s Ball Corp BALL Stock Holding History

Avantax Planning Partners’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+3,212
New +$189K 0.01% 447
2024
Q4 		– Sell
-3,249
Closed -$221K – 433
2024
Q3 		$221K Buy
+3,249
New +$206K 0.01% 402
2024
Q2 		– Sell
-3,249
Closed -$219K – 474
2024
Q1 		$219K Buy
+3,249
New +$198K 0.01% 427
2022
Q3 		– Sell
-3,273
Closed -$225K – 349
2022
Q2 		$225K Hold
3,273
– – 0.01% 311
2022
Q1 		$295K Sell
3,273
-95
-3% -$8.64K 0.01% 286
2021
Q4 		$324K Buy
3,368
+95
+3% +$8.78K 0.01% 264
2021
Q3 		$294K Hold
3,273
– – 0.01% 256
2021
Q2 		$265K Hold
3,273
– – 0.01% 276
2021
Q1 		$277K Buy
3,273
+15
+0.5% +$1.31K 0.01% 249
2020
Q4 		$304K Sell
3,258
-14
-0.4% -$1.29K 0.02% 218
2020
Q3 		$272K Hold
3,272
– – 0.01% 241
2020
Q2 		$227K Sell
3,272
-13
-0.4% -$879 0.01% 249
2020
Q1 		$212K Buy
3,285
+31
+1% +$2.17K 0.01% 250
2019
Q4 		$210K Sell
3,254
-113
-3% -$7.66K 0.01% 286
2019
Q3 		$245K Buy
3,367
+25
+0.7% +$1.86K 0.02% 264
2019
Q2 		$236K Buy
+3,342
New +$208K 0.02% 268
2018
Q4 		– Sell
-259
Closed -$11K – 364
2018
Q3 		$11K Buy
+259
New +$10.5K ﹤0.01% 847
2018
Q2 		– Sell
-464
Closed -$18K – 353
2018
Q1 		$18K Buy
+464
New +$18.1K ﹤0.01% 811
2017
Q4 		– Sell
-5,329
Closed -$220K – 312
2017
Q3 		$220K Sell
5,329
-100
-2% -$4.1K 0.02% 346
2017
Q2 		$229K Buy
+5,429
New +$214K 0.02% 308

Other funds holding BALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's BALL Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Ball Corp (BALL) in Q2 2026: 3,212 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in BALL as recently as Q3 2024.

Avantax Planning Partners first reported a position in BALL in Q2 2017 and has held it in 20 quarters since. The position peaked at $324K in Q4 2021. 803 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Avantax Planning Partners held 3,212 shares of Ball Corp worth $200K as of Q2 2026.
  • Ball Corp was a new Avantax Planning Partners position in Q2 2026.
  • Ball Corp made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #447 holding.
  • Avantax Planning Partners first reported a position in Ball Corp in Q2 2017 and has held it in 20 quarters since.
  • Avantax Planning Partners's Ball Corp position peaked at $324K in Q4 2021.
  • 803 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.