AWM
BABA icon

Alterna Wealth Management’s Alibaba BABA Stock Holding History

Alterna 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 		– Sell
-2,673
Closed -$303K – 100
2025
Q2 		$303K Hold
2,673
– – 0.24% 79
2025
Q1 		$353K Buy
+2,673
New +$308K 0.27% 65
2024
Q4 		– Sell
-2,702
Closed -$287K – 105
2024
Q3 		$287K Sell
2,702
-5,473
-67% -$448K 0.26% 74
2024
Q2 		$589K Buy
8,175
+4,268
+109% +$327K 0.52% 48
2024
Q1 		$2.83M Buy
3,907
+144
+4% +$10.5K 2.29% 12
2023
Q4 		$292K Buy
3,763
+209
+6% +$16.7K 0.35% 58
2023
Q3 		$308K Sell
3,554
-33
-0.9% -$3.02K 0.39% 59
2023
Q2 		$299K Buy
3,587
+1,148
+47% +$100K 0.35% 59
2023
Q1 		$249K Hold
2,439
– – 0.31% 62
2022
Q4 		$215K Buy
+2,439
New +$192K 0.24% 84
2022
Q3 		– Sell
-3,382
Closed -$385K – 89
2022
Q2 		$385K Buy
+3,382
New +$332K 0.39% 52
2020
Q4 		$254K Buy
1,088
+297
+38% +$82.5K 0.32% 66
2020
Q3 		$233K Sell
791
-219
-22% -$57.7K 0.34% 58
2020
Q2 		$218K Buy
+1,010
New +$210K 0.26% 87

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

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

Alterna Wealth Management sold out of Alibaba (BABA) in Q3 2025, closing a stake of 2,673 shares — an estimated $303K sold.

Alterna Wealth Management first reported a position in BABA in Q2 2020 and held it in 14 quarters. The position peaked at $2.83M in Q1 2024. 1,415 funds tracked by Wall St. Rank hold BABA as of Q3 2025.

  • Alterna Wealth Management reported no remaining Alibaba position as of Q3 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 2,673 Alibaba shares in Q3 2025, an estimated $303K.
  • Alterna Wealth Management first reported a position in Alibaba in Q2 2020 and held it in 14 quarters.
  • Alterna Wealth Management's Alibaba position peaked at $2.83M in Q1 2024.
  • 1,415 funds tracked by Wall St. Rank held Alibaba as of Q3 2025.

Based on Alterna Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.