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Bernard Wealth Management’s Alibaba BABA Stock Holding History

Bernard 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 		$14.4K Hold
150
– – 0.01% 207
2026
Q1 		$18.8K Hold
150
– – 0.01% 193
2025
Q4 		$22K Hold
150
– – 0.01% 180
2025
Q3 		$26.8K Hold
150
– – 0.01% 168
2025
Q2 		$17K Hold
150
– – 0.01% 186
2025
Q1 		$19.8K Hold
150
– – 0.01% 182
2024
Q4 		$12.7K Buy
+150
New +$14.2K 0.01% 205

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

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

Bernard Wealth Management held its Alibaba (BABA) position steady in Q2 2026 at 150 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #207.

Bernard Wealth Management first reported a position in BABA in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.8K in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Bernard Wealth Management held 150 shares of Alibaba worth $14.4K as of Q2 2026.
  • Bernard Wealth Management left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Bernard Wealth Management first reported a position in Alibaba in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Alibaba position peaked at $26.8K in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.