Halbert Hargrove Global Advisors’s Ball Corp BALL Stock Holding History

Halbert Hargrove Global Advisors’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 Q1	$2.89M	Buy	48,809 +93	+0.2%	+$5.66K	0.14%	30
2025 Q4	$2.58M	Buy	48,716 +115	+0.2%	+$5.66K	0.12%	28
2025 Q3	$2.45M	Buy	48,601 +1,115	+2%	+$60.3K	0.12%	28
2025 Q2	$2.66M	Buy	47,486 +38,435	+425%	+$2.01M	0.14%	28
2025 Q1	$471K	Buy	9,051 +36	+0.4%	+$1.89K	0.03%	56
2024 Q4	$497K	Buy	9,015 +30	+0.3%	+$1.84K	0.03%	59
2024 Q3	$610K	Buy	8,985 +27	+0.3%	+$1.71K	0.03%	58
2024 Q2	$538K	Buy	8,958 +27	+0.3%	+$1.81K	0.03%	56
2024 Q1	$602K	Buy	8,931 +28	+0.3%	+$1.7K	0.04%	59
2023 Q4	$512K	Buy	8,903 +5	+0.1%	+$258	0.04%	60
2023 Q3	$443K	Buy	+8,898	New	+$486K	0.03%	59

Other funds holding BALL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return