Avidian Wealth Enterprises
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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
Q3 		$634K Buy
5,896
+304
+5% +$35.1K 0.02% 429
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

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises's BABA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Alibaba (BABA) stake by 5.4% in Q3 2026, buying an estimated $35.1K and bringing the position to 5,896 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #429.

Avidian Wealth Enterprises first reported a position in BABA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q3 2025. 216 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Avidian Wealth Enterprises held 5,896 shares of Alibaba worth $634K as of Q3 2026.
  • Avidian Wealth Enterprises bought 304 Alibaba shares in Q3 2026, an estimated $35.1K.
  • Alibaba made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #429 holding.
  • Avidian Wealth Enterprises first reported a position in Alibaba in Q4 2019 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's Alibaba position peaked at $1.1M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.