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Bell & Brown Wealth Advisors’s Alibaba BABA Stock Holding History

Bell & Brown Wealth Advisors’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
Q1 		$4.55M Sell
36,297
-1,078
-3% -$162K 1.48% 27
2025
Q4 		$5.48M Sell
37,375
-1,629
-4% -$265K 1.76% 23
2025
Q3 		$6.97M Sell
39,004
-9
-0% -$1.18K 2.28% 17
2025
Q2 		$4.42M Buy
39,013
+297
+0.8% +$35.2K 1.58% 26
2025
Q1 		$5.12M Buy
38,716
+199
+0.5% +$22.9K 2% 18
2024
Q4 		$3.27M Buy
38,517
+383
+1% +$36.2K 1.22% 31
2024
Q3 		$4.05M Buy
38,134
+1,462
+4% +$120K 1.58% 25
2024
Q2 		$2.64M Buy
36,672
+999
+3% +$76.6K 1.01% 35
2024
Q1 		$2.58M Buy
35,673
+7,152
+25% +$524K 1.1% 36
2023
Q4 		$2.21M Buy
+28,521
New +$2.27M 1.03% 41
2023
Q2 		$2.62M Buy
31,389
+170
+0.5% +$14.9K 1.31% 33
2023
Q1 		$3.19M Sell
31,219
-430
-1% -$43.1K 1.7% 23
2022
Q4 		$2.79M Buy
31,649
+401
+1% +$31.6K 1.53% 25
2022
Q3 		$2.5M Buy
31,248
+7,740
+33% +$737K 1.54% 26
2022
Q2 		$2.67M Buy
23,508
+1,655
+8% +$162K 1.43% 27
2022
Q1 		$2.38M Buy
21,853
+192
+0.9% +$22.1K 1.08% 38
2021
Q4 		$2.73M Buy
21,661
+2,674
+14% +$389K 1.32% 29
2021
Q3 		$2.81M Buy
+18,987
New +$3.45M 1.52% 29
2020
Q3 		$3.92M Sell
12,648
-345
-3% -$90.9K 2.83% 9
2020
Q2 		$3.42M Sell
12,993
-345
-3% -$71.8K 2.68% 12
2020
Q1 		$2.73M Sell
13,338
-788
-6% -$164K 2.54% 12
2019
Q4 		$3.19M Buy
14,126
+50
+0.4% +$9.38K 2.38% 10
2019
Q3 		$2.32M Sell
14,076
-115
-0.8% -$19.8K 1.9% 19
2019
Q2 		$2.4M Buy
14,191
+342
+2% +$59K 2.12% 13
2019
Q1 		$2.53M Sell
13,849
-398
-3% -$66.9K 2.3% 9
2018
Q4 		$1.95M Sell
14,247
-90
-0.6% -$13.3K 2.09% 14
2018
Q3 		$2.04M Buy
14,337
+5,072
+55% +$898K 1.89% 17
2018
Q2 		$1.72M Buy
9,265
+71
+0.8% +$13.5K 1.7% 19
2018
Q1 		$1.65M Sell
9,194
-500
-5% -$94.1K 1.73% 18
2017
Q4 		$1.67M Buy
+9,694
New +$1.74M 1.73% 17

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell & Brown Wealth Advisors's BABA Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Alibaba (BABA) stake by 2.9% in Q1 2026, selling an estimated $162K and leaving 36,297 shares worth $4.55M. The position accounts for 1.48% of the portfolio, ranked #27.

Bell & Brown Wealth Advisors first reported a position in BABA in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.97M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Bell & Brown Wealth Advisors held 36,297 shares of Alibaba worth $4.55M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 1,078 Alibaba shares in Q1 2026, an estimated $162K.
  • Alibaba made up 1.48% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Bell & Brown Wealth Advisors first reported a position in Alibaba in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Alibaba position peaked at $6.97M in Q3 2025.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.