Blue Bell Private Wealth Management’s Alibaba BABA Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-25	Closed	-$3.67K	–	726
2025 Q4	$3.67K	Hold	25	–	–	﹤0.01%	619
2025 Q3	$4.47K	Hold	25	–	–	﹤0.01%	602
2025 Q2	$2.83K	Sell	25 -321	-93%	-$38K	﹤0.01%	614
2025 Q1	$45.8K	Buy	+346	New	+$39.9K	0.01%	387
2022 Q3	–	Sell	-273	Closed	-$31K	–	751
2022 Q2	$31K	Buy	273 +26	+11%	+$2.55K	0.01%	258
2022 Q1	$27K	Sell	247 -10	-4%	-$1.15K	0.01%	288
2021 Q4	$31K	Buy	+257	New	+$37.4K	0.01%	252

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Blue Bell Private Wealth Management's BABA Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Alibaba (BABA) in Q1 2026, closing a stake of 25 shares — an estimated $3.67K sold.

Blue Bell Private Wealth Management first reported a position in BABA in Q4 2021 and held it in 7 quarters. The position peaked at $45.8K in Q1 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 25 Alibaba shares in Q1 2026, an estimated $3.67K.
Blue Bell Private Wealth Management first reported a position in Alibaba in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's Alibaba position peaked at $45.8K in Q1 2025.
1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.