Everhart Financial Group’s Ball Corp BALL Stock Holding History

Everhart Financial Group’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	$309K	Buy	4,958 +303	+7%	+$17.8K	0.02%	357
2026 Q1	$275K	Buy	4,655 +487	+12%	+$29.6K	0.02%	373
2025 Q4	$221K	Sell	4,168 -186	-4%	-$9.15K	0.02%	391
2025 Q3	$220K	Sell	4,354 -1,373	-24%	-$74.2K	0.02%	366
2025 Q2	$321K	Buy	5,727 +1,759	+44%	+$91.9K	0.04%	282
2025 Q1	$207K	Buy	+3,968	New	+$208K	0.03%	317
2024 Q4	–	Sell	-4,390	Closed	-$298K	–	312
2024 Q3	$298K	Buy	4,390 +540	+14%	+$34.3K	0.07%	262
2024 Q2	$231K	Buy	3,850 +869	+29%	+$58.2K	0.06%	268
2024 Q1	$201K	Buy	+2,981	New	+$181K	0.06%	267

Other funds holding BALL

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Everhart Financial Group's BALL Position: Q2 2026 in Review

Everhart Financial Group increased its Ball Corp (BALL) stake by 6.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 4,958 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #357.

Everhart Financial Group first reported a position in BALL in Q1 2024 and has held it in 9 quarters since. The position peaked at $321K in Q2 2025. 95 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

Everhart Financial Group held 4,958 shares of Ball Corp worth $309K as of Q2 2026.
Everhart Financial Group bought 303 Ball Corp shares in Q2 2026, an estimated $17.8K.
Ball Corp made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #357 holding.
Everhart Financial Group first reported a position in Ball Corp in Q1 2024 and has held it in 9 quarters since.
Everhart Financial Group's Ball Corp position peaked at $321K in Q2 2025.
95 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.