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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
Q2 		– Sell
-11,198
Closed -$1.4M – 262
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

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

Circle Wealth Management's BABA Position: Q2 2026 in Review

Circle Wealth Management sold out of Alibaba (BABA) in Q2 2026, closing a stake of 11,198 shares — an estimated $1.4M sold.

Circle Wealth Management first reported a position in BABA in Q2 2017 and held it in 25 quarters. The position peaked at $2.91M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Circle Wealth Management reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 11,198 Alibaba shares in Q2 2026, an estimated $1.4M.
  • Circle Wealth Management first reported a position in Alibaba in Q2 2017 and held it in 25 quarters.
  • Circle Wealth Management's Alibaba position peaked at $2.91M in Q1 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.