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Beacon Investment Advisory Services’s Alibaba BABA Stock Holding History

Beacon Investment Advisory Services’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 		$2.59K Buy
+27
New +$3.38K ﹤0.01% 738
2021
Q3 		– Sell
-1,797
Closed -$408K – 298
2021
Q2 		$408K Sell
1,797
-10,668
-86% -$2.37M 0.02% 229
2021
Q1 		$2.83M Sell
12,465
-58,867
-83% -$14.5M 0.12% 122
2020
Q4 		$16.6M Buy
71,332
+1,721
+2% +$478K 0.77% 43
2020
Q3 		$20.5M Sell
69,611
-1,128
-2% -$297K 1.06% 30
2020
Q2 		$15.3M Sell
70,739
-3,283
-4% -$684K 0.87% 36
2020
Q1 		$14.4M Buy
74,022
+9,073
+14% +$1.89M 1.02% 32
2019
Q4 		$13.8M Buy
64,949
+1,832
+3% +$344K 0.73% 41
2019
Q3 		$10.6M Buy
63,117
+2,900
+5% +$498K 1.06% 27
2019
Q2 		$10.2M Buy
60,217
+5,738
+11% +$990K 1.08% 26
2019
Q1 		$9.94M Buy
54,479
+12,629
+30% +$2.12M 1.05% 28
2018
Q4 		$5.74M Buy
41,850
+657
+2% +$97.1K 0.63% 49
2018
Q3 		$6.79M Sell
41,193
-611
-1% -$108K 0.66% 50
2018
Q2 		$7.76M Buy
41,804
+7,263
+21% +$1.38M 0.78% 38
2018
Q1 		$6.34M Sell
34,541
-154
-0.4% -$29K 0.65% 49
2017
Q4 		$5.98M Sell
34,695
-9,661
-22% -$1.73M 0.63% 53
2017
Q3 		$7.66M Buy
+44,356
New +$7.19M 0.66% 44

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

Beacon Investment Advisory Services's BABA Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Alibaba (BABA) in Q2 2026: 27 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Beacon Investment Advisory Services previously reported a position in BABA as recently as Q2 2021.

Beacon Investment Advisory Services first reported a position in BABA in Q3 2017 and has held it in 17 quarters since. The position peaked at $20.5M in Q3 2020. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Beacon Investment Advisory Services held 27 shares of Alibaba worth $2.59K as of Q2 2026.
  • Alibaba was a new Beacon Investment Advisory Services position in Q2 2026.
  • Alibaba made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #738 holding.
  • Beacon Investment Advisory Services first reported a position in Alibaba in Q3 2017 and has held it in 17 quarters since.
  • Beacon Investment Advisory Services's Alibaba position peaked at $20.5M in Q3 2020.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.