Aptus Capital Advisors’s Alibaba BABA Stock Holding History

Aptus Capital Advisors’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 Q1	$337K	Buy	2,684 +271	+11%	+$40.7K	﹤0.01%	839
2025 Q4	$354K	Buy	2,413 +353	+17%	+$57.5K	﹤0.01%	839
2025 Q3	$368K	Buy	2,060 +204	+11%	+$26.7K	﹤0.01%	787
2025 Q2	$211K	Sell	1,856 -749	-29%	-$88.7K	﹤0.01%	932
2025 Q1	$345K	Sell	2,605 -665	-20%	-$76.7K	﹤0.01%	742
2024 Q4	$277K	Buy	3,270 +1,325	+68%	+$125K	﹤0.01%	791
2024 Q3	$206K	Buy	+1,945	New	+$159K	﹤0.01%	757
2023 Q2	–	Sell	-2,371	Closed	-$242K	–	797
2023 Q1	$242K	Buy	+2,371	New	+$238K	0.01%	434
2021 Q3	–	Sell	-1,070	Closed	-$243K	–	542
2021 Q2	$243K	Buy	1,070 +151	+16%	+$33.5K	0.01%	336
2021 Q1	$208K	Sell	919 -200	-18%	-$49.1K	0.01%	331
2020 Q4	$260K	Buy	1,119 +31	+3%	+$8.61K	0.02%	279
2020 Q3	$319K	Buy	1,088 +26	+2%	+$6.85K	0.02%	257
2020 Q2	$229K	Buy	+1,062	New	+$221K	0.02%	250

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return