Clearstead Trust’s Alibaba BABA Stock Holding History

Clearstead Trust’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 Q3	–	Sell	-15	Closed	-$1.7K	–	1516
2025 Q2	$1.7K	Hold	15	–	–	﹤0.01%	1000
2025 Q1	$1.98K	Buy	+15	New	+$1.73K	﹤0.01%	761
2021 Q1	–	Sell	-600	Closed	-$127K	–	106
2020 Q4	$127K	Buy	+600	New	+$167K	0.08%	110
2020 Q1	–	Sell	-600	Closed	-$127K	–	175
2019 Q4	$127K	Hold	600	–	–	0.09%	108
2019 Q3	$100K	Sell	600 -300	-33%	-$51.6K	0.08%	111
2019 Q2	$153K	Buy	900 +100	+13%	+$17.3K	0.12%	102
2019 Q1	$146K	Sell	800 -360	-31%	-$60.5K	0.12%	102
2018 Q4	$159K	Buy	1,160 +1,065	+1,121%	+$157K	0.15%	103
2018 Q3	$16K	Sell	95 -98	-51%	-$17.3K	0.01%	162
2018 Q2	$36K	Buy	+193	New	+$36.8K	0.03%	147
2018 Q1	–	Sell	-400	Closed	-$69K	–	123
2017 Q4	$69K	Hold	400	–	–	0.05%	142
2017 Q3	$69K	Hold	400	–	–	0.05%	150
2017 Q2	$56K	Hold	400	–	–	0.04%	155
2017 Q1	$43K	Hold	400	–	–	0.04%	120
2016 Q4	$35K	Buy	+400	New	+$38.5K	0.03%	121

Other funds holding BABA

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clearstead Trust's BABA Position: Q3 2025 in Review

Clearstead Trust sold out of Alibaba (BABA) in Q3 2025, closing a stake of 15 shares — an estimated $1.7K sold.

Clearstead Trust first reported a position in BABA in Q4 2016 and held it in 15 quarters. The position peaked at $159K in Q4 2018. 1,415 funds tracked by Wall St. Rank hold BABA as of Q3 2025.

Clearstead Trust reported no remaining Alibaba position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 15 Alibaba shares in Q3 2025, an estimated $1.7K.
Clearstead Trust first reported a position in Alibaba in Q4 2016 and held it in 15 quarters.
Clearstead Trust's Alibaba position peaked at $159K in Q4 2018.
1,415 funds tracked by Wall St. Rank held Alibaba as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.