AWE
BABA icon

Avidian Wealth Enterprises’s Alibaba BABA Stock Holding History

Avidian Wealth Enterprises’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 		$537K Sell
5,592
-573
-9% -$71.8K 0.01% 458
2026
Q1 		$773K Sell
6,165
-278
-4% -$41.8K 0.02% 338
2025
Q4 		$944K Buy
6,443
+272
+4% +$44.3K 0.03% 237
2025
Q3 		$1.1M Buy
6,171
+874
+16% +$115K 0.04% 206
2025
Q2 		$601K Buy
5,297
+70
+1% +$8.29K 0.02% 292
2025
Q1 		$691K Buy
5,227
+164
+3% +$18.9K 0.03% 247
2024
Q4 		$429K Buy
5,063
+1,071
+27% +$101K 0.02% 324
2024
Q3 		$424K Buy
3,992
+11
+0.3% +$900 0.02% 327
2024
Q2 		$287K Buy
3,981
+508
+15% +$39K 0.01% 399
2024
Q1 		$251K Sell
3,473
-3
-0.1% -$220 0.01% 387
2023
Q4 		$269K Sell
3,476
-2,200
-39% -$175K 0.02% 359
2023
Q3 		$492K Sell
5,676
-100
-2% -$9.15K 0.03% 258
2023
Q2 		$481K Sell
5,776
-26
-0.4% -$2.28K 0.03% 273
2023
Q1 		$593K Buy
5,802
+593
+11% +$59.4K 0.03% 267
2022
Q4 		$459K Buy
5,209
+2,500
+92% +$197K 0.03% 288
2022
Q3 		$217K Sell
2,709
-58
-2% -$5.53K 0.02% 377
2022
Q2 		$315K Buy
2,767
+175
+7% +$17.2K 0.02% 341
2022
Q1 		$282K Buy
+2,592
New +$299K 0.02% 403
2021
Q3 		– Sell
-2,138
Closed -$485K – 391
2021
Q2 		$485K Sell
2,138
-542
-20% -$120K 0.04% 229
2021
Q1 		$608K Buy
2,680
+375
+16% +$92.1K 0.05% 180
2020
Q4 		$536K Buy
2,305
+2
+0.1% +$555 0.05% 172
2020
Q3 		$677K Buy
2,303
+182
+9% +$48K 0.08% 127
2020
Q2 		$457K Buy
2,121
+135
+7% +$28.1K 0.06% 144
2020
Q1 		$386K Buy
1,986
+655
+49% +$137K 0.06% 127
2019
Q4 		$282K Buy
+1,331
New +$250K 0.04% 184

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Avidian Wealth Enterprises's BABA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Alibaba (BABA) stake by 9.3% in Q2 2026, selling an estimated $71.8K and leaving 5,592 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #458.

Avidian Wealth Enterprises first reported a position in BABA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.1M in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Avidian Wealth Enterprises held 5,592 shares of Alibaba worth $537K as of Q2 2026.
  • Avidian Wealth Enterprises sold 573 Alibaba shares in Q2 2026, an estimated $71.8K.
  • Alibaba made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #458 holding.
  • Avidian Wealth Enterprises first reported a position in Alibaba in Q4 2019 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's Alibaba position peaked at $1.1M in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.