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Avior Wealth Management’s Alibaba BABA Stock Holding History

Avior 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 		$272K Sell
2,833
-1,065
-27% -$133K 0.01% 682
2026
Q1 		$489K Buy
3,898
+1,695
+77% +$255K 0.01% 539
2025
Q4 		$323K Buy
2,203
+251
+13% +$40.9K 0.01% 592
2025
Q3 		$349K Sell
1,952
-1,454
-43% -$191K 0.01% 551
2025
Q2 		$386K Sell
3,406
-118
-3% -$14K 0.01% 503
2025
Q1 		$466K Sell
3,524
-1,604
-31% -$185K 0.02% 424
2024
Q4 		$435K Sell
5,128
-332
-6% -$31.4K 0.02% 486
2024
Q3 		$579K Sell
5,460
-468
-8% -$38.3K 0.02% 415
2024
Q2 		$427K Buy
5,928
+1,494
+34% +$115K 0.02% 474
2024
Q1 		$321K Sell
4,434
-473
-10% -$34.7K 0.01% 562
2023
Q4 		$380K Sell
4,907
-805
-14% -$64.1K 0.02% 405
2023
Q3 		$495K Buy
5,712
+22
+0.4% +$2.01K 0.03% 333
2023
Q2 		$474K Hold
5,690
– – 0.03% 352
2023
Q1 		$581K Sell
5,690
-319
-5% -$32K 0.04% 304
2022
Q4 		$529K Buy
6,009
+341
+6% +$26.9K 0.04% 290
2022
Q3 		$452K Sell
5,668
-2,452
-30% -$234K 0.04% 295
2022
Q2 		$922K Buy
8,120
+55
+0.7% +$5.39K 0.09% 155
2022
Q1 		$876K Sell
8,065
-653
-7% -$75.2K 0.08% 184
2021
Q4 		$1.03M Sell
8,718
-2,340
-21% -$341K 0.09% 194
2021
Q3 		$1.64M Buy
11,058
+762
+7% +$139K 0.14% 126
2021
Q2 		$2.33M Sell
10,296
-1,110
-10% -$247K 0.23% 96
2021
Q1 		$2.58M Buy
11,406
+5
+0% +$1.23K 0.28% 84
2020
Q4 		$2.65M Sell
11,401
-582
-5% -$162K 0.33% 73
2020
Q3 		$3.52M Buy
11,983
+1,179
+11% +$311K 0.5% 45
2020
Q2 		$2.33M Sell
10,804
-122
-1% -$25.4K 0.36% 63
2020
Q1 		$2.12M Sell
10,926
-541
-5% -$113K 0.42% 59
2019
Q4 		$2.43M Buy
11,467
+639
+6% +$120K 0.39% 64
2019
Q3 		$1.81M Buy
10,828
+2,803
+35% +$482K 0.32% 86
2019
Q2 		$1.36M Sell
8,025
-765
-9% -$132K 0.24% 98
2019
Q1 		$1.6M Sell
8,790
-107
-1% -$18K 0.34% 76
2018
Q4 		$1.22M Buy
8,897
+51
+0.6% +$7.54K 0.29% 87
2018
Q3 		$1.46M Sell
8,846
-227
-3% -$40.2K 0.31% 85
2018
Q2 		$1.68M Sell
9,073
-25
-0.3% -$4.76K 0.38% 71
2018
Q1 		$1.67M Sell
9,098
-1,999
-18% -$376K 0.39% 73
2017
Q4 		$1.91M Buy
11,097
+10,295
+1,284% +$1.84M 0.43% 66
2017
Q3 		$139K Sell
802
-88
-10% -$14.3K 0.05% 152
2017
Q2 		$125K Buy
890
+200
+29% +$24.7K 0.05% 141
2017
Q1 		$74K Sell
690
-160
-19% -$16.3K 0.02% 201
2016
Q4 		$75K Buy
850
+145
+21% +$14K 0.03% 179
2016
Q3 		$75K Hold
705
– – 0.03% 195
2016
Q2 		$56K Hold
705
– – 0.02% 200
2016
Q1 		$56K Hold
705
– – 0.02% 196
2015
Q4 		$57K Hold
705
– – 0.03% 169
2015
Q3 		$42K Buy
705
+300
+74% +$21.8K 0.02% 178
2015
Q2 		$33K Hold
405
– – 0.03% 166
2015
Q1 		$34K Buy
405
+320
+376% +$28.9K 0.03% 162
2014
Q4 		$9K Buy
+85
New +$8.72K 0.01% 232

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

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

Avior Wealth Management reduced its Alibaba (BABA) stake by 27% in Q2 2026, selling an estimated $133K and leaving 2,833 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #682.

Avior Wealth Management first reported a position in BABA in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.52M in Q3 2020. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Avior Wealth Management held 2,833 shares of Alibaba worth $272K as of Q2 2026.
  • Avior Wealth Management sold 1,065 Alibaba shares in Q2 2026, an estimated $133K.
  • Alibaba made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #682 holding.
  • Avior Wealth Management first reported a position in Alibaba in Q4 2014 and has held it in 47 quarters since.
  • Avior Wealth Management's Alibaba position peaked at $3.52M in Q3 2020.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.