AWM
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Abound Wealth Management’s Alibaba BABA Stock Holding History

Abound Wealth Management’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.02K Sell
94
-97
-51% -$12.2K ﹤0.01% 489
2026
Q1 		$24K Buy
191
+105
+122% +$15.8K 0.01% 360
2025
Q4 		$12.6K Buy
86
+68
+378% +$11.1K ﹤0.01% 459
2025
Q3 		$3.21K Sell
18
-1,422
-99% -$186K ﹤0.01% 733
2025
Q2 		$163K Buy
1,440
+408
+40% +$48.3K 0.05% 90
2025
Q1 		$136K Buy
1,032
+1,007
+4,028% +$116K 0.05% 91
2024
Q4 		$2.12K Sell
25
-3
-11% -$283 ﹤0.01% 667
2024
Q3 		$2.97K Buy
28
+16
+133% +$1.31K ﹤0.01% 647
2024
Q2 		$864 Sell
12
-25
-68% -$1.92K ﹤0.01% 739
2024
Q1 		$2.68K Hold
37
– – ﹤0.01% 638
2023
Q4 		$2.91K Sell
37
-8
-18% -$637 ﹤0.01% 605
2023
Q3 		$3.9K Buy
45
+8
+22% +$732 ﹤0.01% 516
2023
Q2 		$3.08K Sell
37
-63
-63% -$5.51K ﹤0.01% 592
2023
Q1 		$10.2K Hold
100
– – ﹤0.01% 283
2022
Q4 		$8.81K Hold
100
– – ﹤0.01% 278
2022
Q3 		$8K Buy
+100
New +$9.53K ﹤0.01% 301

Other funds holding BABA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return