Heritage Wealth Advisors
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Heritage Wealth Advisors’s Ball Corp BALL Stock Holding History

Heritage Wealth 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
Q3 		– Sell
-325
Closed -$20.3K – 243
2026
Q2 		$20.3K Hold
325
– – ﹤0.01% 437
2026
Q1 		$19.2K Buy
+325
New +$19.8K ﹤0.01% 445
2023
Q2 		– Sell
-61
Closed -$3.36K – 564
2023
Q1 		$3.36K Buy
+61
New +$3.39K ﹤0.01% 494
2020
Q1 		– Sell
-20
Closed -$1.29K – 454
2019
Q4 		$1.29K Buy
+20
New +$1.36K ﹤0.01% 640

Other funds holding BALL

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Heritage Wealth Advisors's BALL Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Ball Corp (BALL) in Q3 2026, closing a stake of 325 shares — an estimated $20.3K sold.

Heritage Wealth Advisors first reported a position in BALL in Q4 2019 and held it in 4 quarters. The position peaked at $20.3K in Q2 2026. 456 funds tracked by Wall St. Rank hold BALL as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Ball Corp position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 325 Ball Corp shares in Q3 2026, an estimated $20.3K.
  • Heritage Wealth Advisors first reported a position in Ball Corp in Q4 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Ball Corp position peaked at $20.3K in Q2 2026.
  • 456 funds tracked by Wall St. Rank held Ball Corp as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.