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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
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 +$1.35K ﹤0.01% 640

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

Heritage Wealth Advisors's BALL Position: Q2 2026 in Review

Heritage Wealth Advisors held its Ball Corp (BALL) position steady in Q2 2026 at 325 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Heritage Wealth Advisors first reported a position in BALL in Q4 2019 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Heritage Wealth Advisors held 325 shares of Ball Corp worth $20.3K as of Q2 2026.
  • Heritage Wealth Advisors left its Ball Corp share count unchanged in Q2 2026.
  • Ball Corp made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #437 holding.
  • Heritage Wealth Advisors first reported a position in Ball Corp in Q4 2019 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.