Capital & Planning LLC’s Alibaba BABA Stock Holding History

Capital & Planning LLC’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	–	Sell	-483	Closed	-$60.5K	–	53
2026 Q1	$60.5K	Buy	+483	New	+$72.6K	0.04%	52

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 & Planning LLC's BABA Position: Q2 2026 in Review

Capital & Planning LLC sold out of Alibaba (BABA) in Q2 2026, closing a stake of 483 shares — an estimated $60.5K sold.

Capital & Planning LLC first reported a position in BABA in Q1 2026 and held it in 1 quarter. The position peaked at $60.5K in Q1 2026. 1,230 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Capital & Planning LLC reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 483 Alibaba shares in Q2 2026, an estimated $60.5K.
Capital & Planning LLC first reported a position in Alibaba in Q1 2026 and held it in 1 quarter.
Capital & Planning LLC's Alibaba position peaked at $60.5K in Q1 2026.
1,230 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.