Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Alibaba BABA Stock Holding History

Blue Zone 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
Q3 		$5.46M Sell
50,800
-2
-0% -$231 0.86% 35
2026
Q2 		$4.88M Buy
50,802
+196
+0.4% +$24.6K 0.85% 41
2026
Q1 		$6.35M Buy
50,606
+433
+0.9% +$65.1K 1.29% 27
2025
Q4 		$7.35M Sell
50,173
-2,073
-4% -$338K 1.41% 26
2025
Q3 		$9.34M Sell
52,246
-863
-2% -$113K 1.86% 13
2025
Q2 		$6.02M Buy
53,109
+1,051
+2% +$124K 1.5% 30
2025
Q1 		$6.88M Sell
52,058
-858
-2% -$98.9K 1.91% 12
2024
Q4 		$4.49M Buy
52,916
+1,919
+4% +$181K 1.29% 32
2024
Q3 		$5.41M Buy
50,997
+321
+0.6% +$26.3K 1.68% 22
2024
Q2 		$3.65M Buy
50,676
+45
+0.1% +$3.45K 1.26% 40
2024
Q1 		$3.66M Buy
50,631
+807
+2% +$59.1K 1.26% 38
2023
Q4 		$3.86M Buy
49,824
+418
+0.8% +$33.3K 1.54% 32
2023
Q3 		$4.29M Buy
49,406
+323
+0.7% +$29.6K 1.88% 20
2023
Q2 		$4.09M Buy
49,083
+839
+2% +$73.4K 1.89% 19
2023
Q1 		$4.93M Buy
48,244
+41,174
+582% +$4.12M 2.64% 11
2022
Q4 		$623K Sell
7,070
-152
-2% -$12K 0.33% 54
2022
Q3 		$578K Sell
7,222
-183
-2% -$17.4K 0.3% 61
2022
Q2 		$842K Sell
7,405
-264
-3% -$25.9K 0.38% 58
2022
Q1 		$834K Buy
7,669
+513
+7% +$59.1K 0.31% 60
2021
Q4 		$850K Sell
7,156
-16,354
-70% -$2.38M 0.28% 63
2021
Q3 		$3.48M Buy
23,510
+3,640
+18% +$662K 1.21% 23
2021
Q2 		$4.51M Buy
19,870
+3,153
+19% +$701K 1.69% 14
2021
Q1 		$3.79M Buy
16,717
+414
+3% +$102K 1.61% 15
2020
Q4 		$3.79M Buy
16,303
+4,383
+37% +$1.22M 1.83% 17
2020
Q3 		$3.5M Sell
11,920
-2,436
-17% -$642K 1.98% 14
2020
Q2 		$3.1M Buy
+14,356
New +$2.99M 1.73% 15

Other funds holding BABA

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Zone Wealth Advisors's BABA Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Alibaba (BABA) stake by 0% in Q3 2026, selling an estimated $231 and leaving 50,800 shares worth $5.46M. The position accounts for 0.86% of the portfolio, ranked #35.

Blue Zone Wealth Advisors first reported a position in BABA in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.34M in Q3 2025. 216 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Blue Zone Wealth Advisors held 50,800 shares of Alibaba worth $5.46M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 2 Alibaba shares in Q3 2026, an estimated $231.
  • Alibaba made up 0.86% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Blue Zone Wealth Advisors first reported a position in Alibaba in Q2 2020 and has held it in 26 quarters since.
  • Blue Zone Wealth Advisors's Alibaba position peaked at $9.34M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.