BSW Wealth Partners’s Alibaba BABA Stock Holding History

BSW Wealth Partners’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	$279K	Buy	2,225 +46	+2%	+$6.92K	0.03%	259
2025 Q4	$319K	Sell	2,179 -12	-0.5%	-$1.95K	0.04%	234
2025 Q3	$392K	Buy	2,191 +406	+23%	+$53.2K	0.05%	208
2025 Q2	$202K	Buy	1,785 +149	+9%	+$17.6K	0.03%	307
2025 Q1	$216K	Buy	+1,636	New	+$189K	0.03%	281
2021 Q3	–	Sell	-991	Closed	-$225K	–	251
2021 Q2	$225K	Sell	991 -998	-50%	-$222K	0.06%	217
2021 Q1	$451K	Sell	1,989 -258	-11%	-$63.4K	0.13%	96
2020 Q4	$523K	Buy	2,247 +77	+4%	+$21.4K	0.16%	80
2020 Q3	$638K	Buy	2,170 +670	+45%	+$177K	0.24%	49
2020 Q2	$324K	Buy	1,500 +166	+12%	+$34.6K	0.11%	94
2020 Q1	$259K	Buy	1,334 +156	+13%	+$32.6K	0.11%	93
2019 Q4	$250K	Buy	+1,178	New	+$221K	0.09%	107

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