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Concord Wealth Partners’s Alibaba BABA Stock Holding History

Concord Wealth 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
Q2 		– Sell
-96
Closed -$12.7K – 865
2025
Q1 		$12.7K Hold
96
– – ﹤0.01% 486
2024
Q4 		$8.14K Sell
96
-159
-62% -$15K ﹤0.01% 542
2024
Q3 		$27.1K Buy
255
+155
+155% +$12.7K ﹤0.01% 426
2024
Q2 		$7.2K Sell
100
-206
-67% -$15.8K ﹤0.01% 543
2024
Q1 		$22.1K Buy
306
+57
+23% +$4.18K ﹤0.01% 475
2023
Q4 		$19.3K Sell
249
-207
-45% -$16.5K ﹤0.01% 482
2023
Q3 		$39.6K Sell
456
-10
-2% -$915 0.01% 409
2023
Q2 		$38.8K Buy
466
+49
+12% +$4.29K 0.01% 399
2023
Q1 		$42.6K Sell
417
-108
-21% -$10.8K 0.01% 368
2022
Q4 		$46.2K Buy
+525
New +$41.4K 0.01% 388
2022
Q3 		– Sell
-517
Closed -$59K – 239
2022
Q2 		$59K Sell
517
-81
-14% -$7.94K 0.02% 336
2022
Q1 		$65K Buy
598
+4
+0.7% +$461 0.02% 382
2021
Q4 		$71K Buy
594
+465
+360% +$67.7K 0.02% 377
2021
Q3 		$19K Sell
129
-237
-65% -$43.1K 0.01% 375
2021
Q2 		$83K Sell
366
-62
-14% -$13.8K 0.02% 266
2021
Q1 		$97K Buy
428
+199
+87% +$48.9K 0.03% 222
2020
Q4 		$53K Buy
+229
New +$63.6K 0.04% 197

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's BABA Position: Q2 2025 in Review

Concord Wealth Partners sold out of Alibaba (BABA) in Q2 2025, closing a stake of 96 shares — an estimated $12.7K sold.

Concord Wealth Partners first reported a position in BABA in Q4 2020 and held it in 17 quarters. The position peaked at $97K in Q1 2021. 1,276 funds tracked by Wall St. Rank hold BABA as of Q2 2025.

  • Concord Wealth Partners reported no remaining Alibaba position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 96 Alibaba shares in Q2 2025, an estimated $12.7K.
  • Concord Wealth Partners first reported a position in Alibaba in Q4 2020 and held it in 17 quarters.
  • Concord Wealth Partners's Alibaba position peaked at $97K in Q1 2021.
  • 1,276 funds tracked by Wall St. Rank held Alibaba as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.