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Cassaday & Co Wealth Management’s Alibaba BABA Stock Holding History

Cassaday & Co Wealth Management’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 		$9.6K Sell
100
-7
-7% -$877 ﹤0.01% 877
2026
Q1 		$13.4K Buy
+107
New +$16.1K ﹤0.01% 840

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cassaday & Co Wealth Management's BABA Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Alibaba (BABA) stake by 6.5% in Q2 2026, selling an estimated $877 and leaving 100 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Cassaday & Co Wealth Management first reported a position in BABA in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2026. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of Alibaba worth $9.6K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 7 Alibaba shares in Q2 2026, an estimated $877.
  • Alibaba made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #877 holding.
  • Cassaday & Co Wealth Management first reported a position in Alibaba in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Alibaba position peaked at $13.4K in Q1 2026.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.