Beverly Hills Private Wealth’s Alibaba BABA Stock Holding History

Beverly Hills Private Wealth’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	$2.73M	Buy	21,792 +2,297	+12%	+$345K	0.46%	61
2025 Q4	$2.86M	Buy	19,495 +383	+2%	+$62.4K	0.49%	60
2025 Q3	$3.42M	Buy	19,112 +734	+4%	+$96.2K	0.6%	45
2025 Q2	$2.08M	Buy	18,378 +909	+5%	+$108K	0.39%	69
2025 Q1	$2.31M	Sell	17,469 -4,929	-22%	-$568K	0.46%	62
2024 Q4	$1.9M	Sell	22,398 -159	-0.7%	-$15K	0.38%	75
2024 Q3	$2.39M	Buy	22,557 +8,937	+66%	+$731K	0.48%	58
2024 Q2	$981K	Buy	13,620 +5,843	+75%	+$448K	0.21%	117
2024 Q1	$563K	Buy	+7,777	New	+$570K	0.13%	170

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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