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Kingswood Wealth Advisors’s Ball Corp BALL Stock Holding History

Kingswood 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
2025
Q2 		– Sell
-7,008
Closed -$365K – 748
2025
Q1 		$365K Sell
7,008
-4,447
-39% -$233K 0.03% 482
2024
Q4 		$632K Buy
11,455
+4,686
+69% +$287K 0.05% 376
2024
Q3 		$459K Buy
+6,769
New +$430K 0.03% 475
2023
Q4 		– Sell
-14,143
Closed -$704K – 643
2023
Q3 		$704K Buy
+14,143
New +$772K 0.12% 191

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's BALL Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Ball Corp (BALL) in Q2 2025, closing a stake of 7,008 shares — an estimated $365K sold.

Kingswood Wealth Advisors first reported a position in BALL in Q3 2023 and held it in 4 quarters. The position peaked at $704K in Q3 2023. 712 funds tracked by Wall St. Rank hold BALL as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Ball Corp position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,008 Ball Corp shares in Q2 2025, an estimated $365K.
  • Kingswood Wealth Advisors first reported a position in Ball Corp in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Ball Corp position peaked at $704K in Q3 2023.
  • 712 funds tracked by Wall St. Rank held Ball Corp as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.