Mount Yale Investment Advisors’s Ball Corp BALL Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-1,537	Closed	-$86.2K	–	755
2025 Q2	$86.2K	Buy	+1,537	New	+$80.3K	0.01%	690
2023 Q2	–	Sell	-6,368	Closed	-$351K	–	484
2023 Q1	$351K	Buy	+6,368	New	+$354K	0.04%	349
2022 Q3	–	Sell	-6,503	Closed	-$447K	–	449
2022 Q2	$447K	Buy	6,503 +297	+5%	+$22.5K	0.06%	301
2022 Q1	$559K	Sell	6,206 -20	-0.3%	-$1.82K	0.06%	290
2021 Q4	$599K	Sell	6,226 -505	-8%	-$46.7K	0.06%	270
2021 Q3	$606K	Buy	6,731 +170	+3%	+$15.1K	0.07%	253
2021 Q2	$532K	Buy	6,561 +239	+4%	+$20.7K	0.06%	263
2021 Q1	$536K	Buy	+6,322	New	+$553K	0.07%	255

Other funds holding BALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's BALL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Ball Corp (BALL) in Q3 2025, closing a stake of 1,537 shares — an estimated $86.2K sold.

Mount Yale Investment Advisors first reported a position in BALL in Q1 2021 and held it in 8 quarters. The position peaked at $606K in Q3 2021. 715 funds tracked by Wall St. Rank hold BALL as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Ball Corp position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,537 Ball Corp shares in Q3 2025, an estimated $86.2K.
Mount Yale Investment Advisors first reported a position in Ball Corp in Q1 2021 and held it in 8 quarters.
Mount Yale Investment Advisors's Ball Corp position peaked at $606K in Q3 2021.
715 funds tracked by Wall St. Rank held Ball Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.