Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ball Corp BALL Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-11,544
Closed -$582K – 526
2025
Q3 		$582K Buy
11,544
+5,829
+102% +$315K ﹤0.01% 987
2025
Q2 		$321K Buy
5,715
+1,758
+44% +$91.8K ﹤0.01% 1117
2025
Q1 		$206K Sell
3,957
-490
-11% -$25.7K ﹤0.01% 1174
2024
Q4 		$245K Buy
+4,447
New +$272K ﹤0.01% 1103

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kovitz Investment Group Partners's BALL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ball Corp (BALL) in Q4 2025, closing a stake of 11,544 shares — an estimated $582K sold.

Kovitz Investment Group Partners first reported a position in BALL in Q4 2024 and held it in 4 quarters. The position peaked at $582K in Q3 2025. 726 funds tracked by Wall St. Rank hold BALL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ball Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,544 Ball Corp shares in Q4 2025, an estimated $582K.
  • Kovitz Investment Group Partners first reported a position in Ball Corp in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Ball Corp position peaked at $582K in Q3 2025.
  • 726 funds tracked by Wall St. Rank held Ball Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.