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Athena Wealth Management’s Alibaba BABA Stock Holding History

Athena 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
2026
Q2 		– Sell
-1,699
Closed -$213K – 107
2026
Q1 		$213K Sell
1,699
-25
-1% -$3.76K 0.17% 102
2025
Q4 		$253K Buy
+1,724
New +$281K 0.25% 84

Other funds holding BABA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
PFU
Parus Finance (UK) London, United Kingdom $383M AUM 59.32% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Athena Wealth Management's BABA Position: Q2 2026 in Review

Athena Wealth Management sold out of Alibaba (BABA) in Q2 2026, closing a stake of 1,699 shares — an estimated $213K sold.

Athena Wealth Management first reported a position in BABA in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Athena Wealth Management reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 1,699 Alibaba shares in Q2 2026, an estimated $213K.
  • Athena Wealth Management first reported a position in Alibaba in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Alibaba position peaked at $253K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.