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Circle Wealth Management’s Alibaba BABA Stock Holding History

Circle 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
Q1 		$1.4M Sell
11,198
-3,618
-24% -$544K 0.02% 109
2025
Q4 		$2.17M Buy
14,816
+773
+6% +$126K 0.03% 79
2025
Q3 		$2.51M Buy
14,043
+6,753
+93% +$885K 0.05% 71
2025
Q2 		$827K Sell
7,290
-14,740
-67% -$1.75M 0.02% 131
2025
Q1 		$2.91M Buy
22,030
+13,070
+146% +$1.51M 0.07% 58
2024
Q4 		$760K Sell
8,960
-2,898
-24% -$274K 0.02% 136
2024
Q3 		$1.26M Buy
+11,858
New +$970K 0.03% 101
2021
Q4 		– Sell
-1,851
Closed -$274K – 198
2021
Q3 		$274K Sell
1,851
-2,681
-59% -$488K 0.04% 155
2021
Q2 		$1.03M Sell
4,532
-377
-8% -$83.8K 0.15% 71
2021
Q1 		$1.11M Buy
4,909
+424
+9% +$104K 0.18% 56
2020
Q4 		$1.04M Sell
4,485
-315
-7% -$87.5K 0.15% 83
2020
Q3 		$1.41M Sell
4,800
-126
-3% -$33.2K 0.23% 49
2020
Q2 		$1.06M Sell
4,926
-200
-4% -$41.6K 0.19% 60
2020
Q1 		$979K Buy
5,126
+434
+9% +$90.6K 0.19% 63
2019
Q4 		$995K Buy
4,692
+2,222
+90% +$417K 0.17% 72
2019
Q3 		$413K Buy
2,470
+258
+12% +$44.3K 0.09% 109
2019
Q2 		$375K Sell
2,212
-672
-23% -$116K 0.08% 104
2019
Q1 		$526K Buy
2,884
+492
+21% +$82.7K 0.12% 95
2018
Q4 		$328K Sell
2,392
-1,617
-40% -$239K 0.12% 58
2018
Q3 		$661K Sell
4,009
-5,443
-58% -$963K 0.21% 44
2018
Q2 		$1.75M Buy
9,452
+2,960
+46% +$564K 0.6% 24
2018
Q1 		$1.19M Buy
6,492
+556
+9% +$105K 0.43% 26
2017
Q4 		$1.02M Buy
5,936
+2,821
+91% +$505K 0.39% 28
2017
Q3 		$538K Buy
3,115
+755
+32% +$122K 0.22% 39
2017
Q2 		$333K Buy
+2,360
New +$291K 0.15% 59

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

Circle Wealth Management's BABA Position: Q1 2026 in Review

Circle Wealth Management reduced its Alibaba (BABA) stake by 24% in Q1 2026, selling an estimated $544K and leaving 11,198 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #109.

Circle Wealth Management first reported a position in BABA in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.91M in Q1 2025. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Circle Wealth Management held 11,198 shares of Alibaba worth $1.4M as of Q1 2026.
  • Circle Wealth Management sold 3,618 Alibaba shares in Q1 2026, an estimated $544K.
  • Alibaba made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Circle Wealth Management first reported a position in Alibaba in Q2 2017 and has held it in 25 quarters since.
  • Circle Wealth Management's Alibaba position peaked at $2.91M in Q1 2025.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.