SOA Wealth Advisors’s Ball Corp BALL Stock Holding History

SOA 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 Q4	–	Sell	-1	Closed	-$53	–	873
2025 Q3	$53	Hold	1	–	–	﹤0.01%	875
2025 Q2	$59	Hold	1	–	–	﹤0.01%	854
2025 Q1	$55	Hold	1	–	–	﹤0.01%	861
2024 Q4	$58	Hold	1	–	–	﹤0.01%	857
2024 Q3	$71	Hold	1	–	–	﹤0.01%	820
2024 Q2	$62	Hold	1	–	–	﹤0.01%	837
2024 Q1	$70	Hold	1	–	–	﹤0.01%	888
2023 Q4	$59	Hold	1	–	–	﹤0.01%	891
2023 Q3	$51	Hold	1	–	–	﹤0.01%	923
2023 Q2	$60	Hold	1	–	–	﹤0.01%	920
2023 Q1	$56	Hold	1	–	–	﹤0.01%	948
2022 Q4	$52	Hold	1	–	–	﹤0.01%	956
2022 Q3	$0	Sell	1 -1	-50%	-$61	﹤0.01%	826
2022 Q2	$0	Sell	2 -12	-86%	-$911	﹤0.01%	816
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	833
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	806
2021 Q3	$1K	Buy	14 +2	+17%	+$177	﹤0.01%	820
2021 Q2	$0	Sell	12 -2	-14%	-$173	﹤0.01%	862
2021 Q1	$1K	Sell	14 -21	-60%	-$1.84K	﹤0.01%	745
2020 Q4	$3K	Buy	+35	New	+$3.24K	﹤0.01%	656

Other funds holding BALL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SOA Wealth Advisors's BALL Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Ball Corp (BALL) in Q4 2025, closing a stake of 1 share — an estimated $53 sold.

SOA Wealth Advisors first reported a position in BALL in Q4 2020 and held it in 20 quarters. The position peaked at $3K in Q4 2020. 726 funds tracked by Wall St. Rank hold BALL as of Q4 2025.

SOA Wealth Advisors reported no remaining Ball Corp position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1 Ball Corp share in Q4 2025, an estimated $53.
SOA Wealth Advisors first reported a position in Ball Corp in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's Ball Corp position peaked at $3K in Q4 2020.
726 funds tracked by Wall St. Rank held Ball Corp as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.