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Arete Wealth Advisors’s Alibaba BABA Stock Holding History

Arete Wealth 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 		– Sell
-6,125
Closed -$898K – 352
2025
Q4 		$898K Sell
6,125
-194
-3% -$31.6K 0.05% 306
2025
Q3 		$1.13M Buy
6,319
+418
+7% +$54.8K 0.07% 257
2025
Q2 		$669K Sell
5,901
-2,165
-27% -$256K 0.05% 333
2025
Q1 		$1.07M Sell
8,066
-183
-2% -$21.1K 0.08% 241
2024
Q4 		$700K Buy
8,249
+248
+3% +$23.4K 0.05% 326
2024
Q3 		$851K Sell
8,001
-1,021
-11% -$83.5K 0.07% 250
2024
Q2 		$650K Buy
+9,022
New +$692K 0.05% 335
2024
Q1 		– Sell
-5,642
Closed -$437K – 410
2023
Q4 		$437K Sell
5,642
-724
-11% -$57.7K 0.03% 434
2023
Q3 		$552K Buy
6,366
+318
+5% +$29.1K 0.1% 219
2023
Q2 		$504K Buy
6,048
+812
+16% +$71.1K 0.04% 359
2023
Q1 		$535K Sell
5,236
-623
-11% -$62.4K 0.04% 331
2022
Q4 		$516M Sell
5,859
-2,015
-26% -$159K 0.05% 318
2022
Q3 		$630K Buy
7,874
+2,466
+46% +$235K 0.06% 259
2022
Q2 		$618K Sell
5,408
-1,085
-17% -$106K 0.06% 206
2022
Q1 		$708K Buy
6,493
+2,509
+63% +$289K 0.06% 228
2021
Q4 		$474K Buy
3,984
+2,298
+136% +$335K 0.04% 295
2021
Q3 		$250K Sell
1,686
-1,132
-40% -$206K 0.03% 359
2021
Q2 		$549K Sell
2,818
-43,698
-94% -$9.71M 0.08% 193
2021
Q1 		$2.35M Buy
46,516
+43,260
+1,329% +$10.6M 0.3% 76
2020
Q4 		$752K Sell
3,256
-621
-16% -$172K 0.11% 178
2020
Q3 		$1.12M Sell
3,877
-439
-10% -$116K 0.17% 137
2020
Q2 		$931K Buy
4,316
+887
+26% +$185K 0.16% 151
2020
Q1 		$667K Buy
3,429
+183
+6% +$38.2K 0.13% 166
2019
Q4 		$690K Buy
3,246
+298
+10% +$55.9K 0.12% 194
2019
Q3 		$493K Buy
2,948
+58
+2% +$9.97K 0.09% 221
2019
Q2 		$491K Buy
2,890
+238
+9% +$41.1K 0.1% 223
2019
Q1 		$484K Buy
2,652
+287
+12% +$48.3K 0.1% 212
2018
Q4 		$324K Buy
2,365
+74
+3% +$10.9K 0.08% 259
2018
Q3 		$377K Sell
2,291
-242
-10% -$42.8K 0.08% 227
2018
Q2 		$470K Buy
+2,533
New +$483K 0.11% 203
2016
Q2 		– Sell
-12,924
Closed -$1.02M – 146
2016
Q1 		$1.02M Sell
12,924
-100
-0.8% -$7.04K 0.61% 31
2015
Q4 		$1.06M Buy
13,024
+103
+0.8% +$8.08K 0.64% 34
2015
Q3 		$762K Buy
12,921
+273
+2% +$19.9K 0.6% 37
2015
Q2 		$1.04M Buy
12,648
+7
+0.1% +$602 0.7% 31
2015
Q1 		$1.05M Buy
+12,641
New +$1.14M 0.68% 32

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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

Arete Wealth Advisors's BABA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Alibaba (BABA) in Q1 2026, closing a stake of 6,125 shares — an estimated $898K sold.

Arete Wealth Advisors first reported a position in BABA in Q1 2015 and held it in 35 quarters. The position peaked at $516M in Q4 2022. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,125 Alibaba shares in Q1 2026, an estimated $898K.
  • Arete Wealth Advisors first reported a position in Alibaba in Q1 2015 and held it in 35 quarters.
  • Arete Wealth Advisors's Alibaba position peaked at $516M in Q4 2022.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.