Beacon Financial Advisory’s Alibaba BABA Stock Holding History

Beacon Financial Advisory’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	$481K	Sell	5,009 -78	-2%	-$9.77K	0.09%	253
2026 Q1	$638K	Hold	5,087	–	–	0.14%	187
2025 Q4	$746K	Sell	5,087 -355	-7%	-$57.8K	0.17%	155
2025 Q3	$973K	Hold	5,442	–	–	0.23%	117
2025 Q2	$617K	Buy	5,442 +119	+2%	+$14.1K	0.16%	167
2025 Q1	$704K	Buy	5,323 +216	+4%	+$24.9K	0.21%	126
2024 Q4	$433K	Sell	5,107 -50	-1%	-$4.72K	0.14%	180
2024 Q3	$547K	Buy	5,157 +490	+10%	+$40.1K	0.19%	149
2024 Q2	$336K	Buy	4,667 +1,859	+66%	+$143K	0.13%	196
2024 Q1	$203K	Buy	+2,808	New	+$206K	0.1%	228

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Beacon Financial Advisory's BABA Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Alibaba (BABA) stake by 1.5% in Q2 2026, selling an estimated $9.77K and leaving 5,009 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #253.

Beacon Financial Advisory first reported a position in BABA in Q1 2024 and has held it in 10 quarters since. The position peaked at $973K in Q3 2025. 1,226 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Beacon Financial Advisory held 5,009 shares of Alibaba worth $481K as of Q2 2026.
Beacon Financial Advisory sold 78 Alibaba shares in Q2 2026, an estimated $9.77K.
Alibaba made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #253 holding.
Beacon Financial Advisory first reported a position in Alibaba in Q1 2024 and has held it in 10 quarters since.
Beacon Financial Advisory's Alibaba position peaked at $973K in Q3 2025.
1,226 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.