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AllSquare Wealth Management’s Alibaba BABA Stock Holding History

AllSquare 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
2025
Q3 		$20.6K Hold
115
– – 0.01% 319
2025
Q2 		$13K Hold
115
– – 0.01% 358
2025
Q1 		$15.2K Hold
115
– – 0.01% 336
2024
Q4 		$9.75K Hold
115
– – 0.01% 381
2024
Q3 		$12.2K Sell
115
-75
-39% -$6.14K 0.01% 364
2024
Q2 		$13.7K Sell
190
-150
-44% -$11.5K 0.01% 343
2024
Q1 		$24.6K Sell
340
-465
-58% -$34.1K 0.01% 270
2023
Q4 		$62.4K Hold
805
– – 0.04% 187
2023
Q3 		$69.8K Buy
805
+270
+50% +$24.7K 0.05% 170
2023
Q2 		$42.1K Hold
535
– – 0.03% 225
2023
Q1 		$54.7K Hold
535
– – 0.04% 198
2022
Q4 		$47.1K Buy
535
+100
+23% +$7.88K 0.03% 208
2022
Q3 		$35K Sell
435
-100
-19% -$9.53K 0.03% 226
2022
Q2 		$61K Sell
535
-15
-3% -$1.47K 0.04% 178
2022
Q1 		$60K Buy
550
+50
+10% +$5.76K 0.04% 200
2021
Q4 		$59K Sell
500
-100
-17% -$14.6K 0.03% 200
2021
Q3 		$89K Sell
600
-825
-58% -$150K 0.05% 160
2021
Q2 		$323K Sell
1,425
-100
-7% -$22.2K 0.19% 70
2021
Q1 		$346K Buy
1,525
+100
+7% +$24.6K 0.21% 62
2020
Q4 		$332K Sell
1,425
-785
-36% -$218K 0.22% 58
2020
Q3 		$650K Sell
2,210
-150
-6% -$39.5K 0.47% 31
2020
Q2 		$509K Sell
2,360
-170
-7% -$35.4K 0.38% 39
2020
Q1 		$492K Buy
2,530
+565
+29% +$118K 0.43% 33
2019
Q4 		$417K Buy
1,965
+300
+18% +$56.3K 0.29% 49
2019
Q3 		$278K Sell
1,665
-800
-32% -$137K 0.21% 66
2019
Q2 		$418K Sell
2,465
-950
-28% -$164K 0.31% 42
2019
Q1 		$623K Sell
3,415
-550
-14% -$92.5K 0.47% 33
2018
Q4 		$543K Buy
3,965
+15
+0.4% +$2.22K 0.45% 32
2018
Q3 		$651K Sell
3,950
-100
-2% -$17.7K 0.49% 33
2018
Q2 		$751K Buy
4,050
+50
+1% +$9.53K 0.57% 25
2018
Q1 		$734K Hold
4,000
– – 0.58% 21
2017
Q4 		$690K Buy
4,000
+100
+3% +$17.9K 0.54% 26
2017
Q3 		$674K Sell
3,900
-300
-7% -$48.6K 0.55% 24
2017
Q2 		$592K Hold
4,200
– – 0.6% 19
2017
Q1 		$453K Hold
4,200
– – 0.4% 36
2016
Q4 		$369K Sell
4,200
-100
-2% -$9.63K 0.34% 40
2016
Q3 		$455K Buy
4,300
+650
+18% +$60.2K 0.44% 30
2016
Q2 		$290K Buy
3,650
+100
+3% +$7.83K 0.29% 40
2016
Q1 		$281K Sell
3,550
-350
-9% -$24.6K 0.28% 41
2015
Q4 		$317K Buy
3,900
+800
+26% +$62.8K 0.32% 38
2015
Q3 		$183K Hold
3,100
– – 0.19% 51
2015
Q2 		$255K Buy
3,100
+1,500
+94% +$129K 0.24% 46
2015
Q1 		$133K Buy
1,600
+1,210
+310% +$109K 0.13% 68
2014
Q4 		$41K Buy
+390
New +$40K 0.04% 133

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllSquare Wealth Management's BABA Position: Q3 2025 in Review

AllSquare Wealth Management held its Alibaba (BABA) position steady in Q3 2025 at 115 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #319.

AllSquare Wealth Management first reported a position in BABA in Q4 2014 and has held it in 44 quarters since. The position peaked at $751K in Q2 2018. 1,415 funds tracked by Wall St. Rank hold BABA as of Q3 2025.

  • AllSquare Wealth Management held 115 shares of Alibaba worth $20.6K as of Q3 2025.
  • AllSquare Wealth Management left its Alibaba share count unchanged in Q3 2025.
  • Alibaba made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #319 holding.
  • AllSquare Wealth Management first reported a position in Alibaba in Q4 2014 and has held it in 44 quarters since.
  • AllSquare Wealth Management's Alibaba position peaked at $751K in Q2 2018.
  • 1,415 funds tracked by Wall St. Rank held Alibaba as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.