CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Alibaba BABA Stock Holding History

CAPTRUST Financial 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
Q1 		$19.4M Buy
154,997
+137,865
+805% +$20.7M 0.03% 368
2025
Q4 		$2.51M Buy
17,132
+3,040
+22% +$495K ﹤0.01% 979
2025
Q3 		$2.52M Buy
14,092
+604
+4% +$79.1K 0.01% 913
2025
Q2 		$1.53M Buy
13,488
+1,005
+8% +$119K ﹤0.01% 1108
2025
Q1 		$1.65M Buy
12,483
+1,283
+11% +$148K ﹤0.01% 1000
2024
Q4 		$950K Buy
11,200
+536
+5% +$50.6K ﹤0.01% 1264
2024
Q3 		$1.13M Sell
10,664
-1,007
-9% -$82.4K ﹤0.01% 1121
2024
Q2 		$840K Sell
11,671
-3,767
-24% -$289K ﹤0.01% 1236
2024
Q1 		$1.12M Sell
15,438
-4,905
-24% -$359K ﹤0.01% 1067
2023
Q4 		$1.58M Buy
20,343
+671
+3% +$53.5K 0.01% 1016
2023
Q3 		$1.71M Buy
19,672
+1,291
+7% +$118K 0.01% 925
2023
Q2 		$1.53M Sell
18,381
-15
-0.1% -$1.31K 0.01% 947
2023
Q1 		$1.88M Sell
18,396
-2,558
-12% -$256K 0.01% 766
2022
Q4 		$1.85M Sell
20,954
-2,002
-9% -$158K 0.01% 739
2022
Q3 		$1.84M Sell
22,956
-3,298
-13% -$314K 0.01% 704
2022
Q2 		$2.98M Buy
26,254
+9,373
+56% +$919K 0.02% 498
2022
Q1 		$1.84M Sell
16,881
-8,781
-34% -$1.01M 0.01% 622
2021
Q4 		$3.05M Buy
25,662
+2,536
+11% +$369K 0.02% 466
2021
Q3 		$3.42M Sell
23,126
-13,315
-37% -$2.42M 0.03% 400
2021
Q2 		$8.26M Sell
36,441
-2,583
-7% -$574K 0.08% 218
2021
Q1 		$8.85M Buy
39,024
+2,675
+7% +$657K 0.1% 193
2020
Q4 		$8.46M Buy
36,349
+1,957
+6% +$543K 0.11% 178
2020
Q3 		$9.97M Sell
34,392
-574
-2% -$151K 0.17% 143
2020
Q2 		$7.55M Buy
34,966
+3,414
+11% +$711K 0.12% 167
2020
Q1 		$5.92M Sell
31,552
-115,192
-78% -$24M 0.13% 174
2019
Q4 		$32.3M Buy
+146,744
New +$27.5M 0.51% 47

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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

CAPTRUST Financial Advisors's BABA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Alibaba (BABA) stake by 805% in Q1 2026, buying an estimated $20.7M and bringing the position to 154,997 shares worth $19.4M. The position accounts for 0.03% of the portfolio, ranked #368.

CAPTRUST Financial Advisors first reported a position in BABA in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.3M in Q4 2019. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • CAPTRUST Financial Advisors held 154,997 shares of Alibaba worth $19.4M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 137,865 Alibaba shares in Q1 2026, an estimated $20.7M.
  • Alibaba made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #368 holding.
  • CAPTRUST Financial Advisors first reported a position in Alibaba in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Alibaba position peaked at $32.3M in Q4 2019.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.