Capital Asset Advisory Services’s Alibaba BABA Stock Holding History

Capital Asset Advisory Services’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	$214K	Buy	+2,229	New	+$279K	0.01%	347
2022 Q1	–	Sell	-1,969	Closed	-$234K	–	571
2021 Q4	$234K	Sell	1,969 -1,420	-42%	-$207K	0.02%	364
2021 Q3	$502K	Sell	3,389 -1,057	-24%	-$192K	0.06%	256
2021 Q2	$1.01M	Sell	4,446 -63	-1%	-$14K	0.11%	131
2021 Q1	$1.02M	Buy	4,509 +36	+0.8%	+$8.84K	0.15%	121
2020 Q4	$1.04M	Buy	4,473 +546	+14%	+$152K	0.19%	94
2020 Q3	$1.15M	Sell	3,927 -106	-3%	-$27.9K	0.24%	74
2020 Q2	$1M	Buy	4,033 +88	+2%	+$18.3K	0.22%	88
2020 Q1	$787K	Sell	3,945 -125	-3%	-$26.1K	0.21%	93
2019 Q4	$884K	Buy	4,070 +2,108	+107%	+$396K	0.21%	92
2019 Q3	$328K	Buy	1,962 +169	+9%	+$29K	0.22%	83
2019 Q2	$304K	Buy	+1,793	New	+$309K	0.23%	83
2019 Q1	–	Sell	-2,247	Closed	-$308K	–	76
2018 Q4	$308K	Sell	2,247 -116	-5%	-$17.1K	0.29%	78
2018 Q3	$389K	Buy	2,363 +104	+5%	+$18.4K	0.33%	69
2018 Q2	$419K	Buy	+2,259	New	+$431K	0.38%	61

Other funds holding BABA

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Capital Asset Advisory Services's BABA Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Alibaba (BABA) in Q2 2026: 2,229 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in BABA as recently as Q4 2021.

Capital Asset Advisory Services first reported a position in BABA in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.15M in Q3 2020. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Capital Asset Advisory Services held 2,229 shares of Alibaba worth $214K as of Q2 2026.
Alibaba was a new Capital Asset Advisory Services position in Q2 2026.
Alibaba made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #347 holding.
Capital Asset Advisory Services first reported a position in Alibaba in Q2 2018 and has held it in 15 quarters since.
Capital Asset Advisory Services's Alibaba position peaked at $1.15M in Q3 2020.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.