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Arkadios Wealth Advisors’s Alibaba BABA Stock Holding History

Arkadios 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
-100
Closed -$14.7K – 1703
2025
Q4 		$14.7K Buy
+100
New +$16.3K ﹤0.01% 1553

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

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

Arkadios Wealth Advisors increased its Alibaba (BABA) stake by 15% in Q1 2026, buying an estimated $581K and bringing the position to 29,753 shares worth $3.73M. The position accounts for 0.06% of the portfolio, ranked #325.

Arkadios Wealth Advisors first reported a position in BABA in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.56M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Arkadios Wealth Advisors held 29,753 shares of Alibaba worth $3.73M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,863 Alibaba shares in Q1 2026, an estimated $581K.
  • Alibaba made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #325 holding.
  • Arkadios Wealth Advisors first reported a position in Alibaba in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Alibaba position peaked at $4.56M in Q3 2025.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

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