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Evergreen Private Wealth’s Ball Corp BALL Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-1,041
Closed -$52.5K – 102
2025
Q3 		$52.5K Hold
1,041
– – 0.02% 111
2025
Q2 		$58.4K Hold
1,041
– – 0.02% 111
2025
Q1 		$54.2K Hold
1,041
– – 0.03% 112
2024
Q4 		$57.4K Sell
1,041
-413
-28% -$25.3K 0.03% 114
2024
Q3 		$98.7K Hold
1,454
– – 0.05% 100
2024
Q2 		$87.3K Hold
1,454
– – 0.04% 101
2024
Q1 		$97.9K Sell
1,454
-175
-11% -$10.6K 0.05% 102
2023
Q4 		$93.7K Buy
+1,629
New +$84K 0.05% 94

Other funds holding BALL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Evergreen Private Wealth's BALL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Ball Corp (BALL) in Q4 2025, closing a stake of 1,041 shares — an estimated $52.5K sold.

Evergreen Private Wealth first reported a position in BALL in Q4 2023 and held it in 8 quarters. The position peaked at $98.7K in Q3 2024. 726 funds tracked by Wall St. Rank hold BALL as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Ball Corp position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,041 Ball Corp shares in Q4 2025, an estimated $52.5K.
  • Evergreen Private Wealth first reported a position in Ball Corp in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Ball Corp position peaked at $98.7K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held Ball Corp as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.