Cascade Financial Partners’s Alibaba BABA Stock Holding History

Cascade Financial 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
2025 Q4	–	Sell	-1,227	Closed	-$219K	–	272
2025 Q3	$219K	Buy	+1,227	New	+$161K	0.03%	247

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Cascade Financial Partners's BABA Position: Q4 2025 in Review

Cascade Financial Partners sold out of Alibaba (BABA) in Q4 2025, closing a stake of 1,227 shares — an estimated $219K sold.

Cascade Financial Partners first reported a position in BABA in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Cascade Financial Partners reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Cascade Financial Partners sold 1,227 Alibaba shares in Q4 2025, an estimated $219K.
Cascade Financial Partners first reported a position in Alibaba in Q3 2025 and held it in 1 quarter.
Cascade Financial Partners's Alibaba position peaked at $219K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Cascade Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.