Avaii Wealth Management’s Alibaba BABA Stock Holding History

Avaii 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 Q1	$300K	Sell	2,389 -1,928	-45%	-$290K	0.1%	119
2025 Q4	$633K	Sell	4,317 -294	-6%	-$47.9K	0.23%	57
2025 Q3	$824K	Buy	4,611 +2,575	+126%	+$337K	0.31%	43
2025 Q2	$231K	Sell	2,036 -2,219	-52%	-$263K	0.1%	119
2025 Q1	$563K	Buy	+4,255	New	+$491K	0.3%	50
2024 Q4	–	Sell	-5,364	Closed	-$569K	–	129
2024 Q3	$569K	Sell	5,364 -130	-2%	-$10.6K	0.29%	51
2024 Q2	$396K	Buy	+5,494	New	+$421K	0.22%	82
2023 Q4	–	Sell	-14,657	Closed	-$1.27M	–	144
2023 Q3	$1.27M	Buy	14,657 +8,296	+130%	+$759K	0.96%	18
2023 Q2	$530K	Buy	6,361 +3,813	+150%	+$334K	0.41%	57
2023 Q1	$260K	Buy	+2,548	New	+$255K	0.23%	104

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