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Confluence Investment Management’s Alibaba BABA Stock Holding History

Confluence Investment 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 		$798K Buy
8,318
+628
+8% +$78.7K 0.01% 237
2026
Q1 		$965K Sell
7,690
-52
-0.7% -$7.82K 0.02% 223
2025
Q4 		$1.13M Buy
7,742
+5,724
+284% +$932K 0.02% 205
2025
Q3 		$361K Sell
2,018
-73
-3% -$9.56K 0.01% 252
2025
Q2 		$237K Sell
2,091
-146
-7% -$17.3K ﹤0.01% 268
2025
Q1 		$296K Sell
2,237
-188
-8% -$21.7K ﹤0.01% 267
2024
Q4 		$206K Buy
2,425
+412
+20% +$38.9K ﹤0.01% 287
2024
Q3 		$214K Buy
+2,013
New +$165K ﹤0.01% 287
2022
Q3 		– Sell
-2,044
Closed -$232K – 301
2022
Q2 		$232K Sell
2,044
-16
-0.8% -$1.57K ﹤0.01% 295
2022
Q1 		$224K Sell
2,060
-113
-5% -$13K ﹤0.01% 300
2021
Q4 		$258K Sell
2,173
-827
-28% -$120K ﹤0.01% 288
2021
Q3 		$444K Sell
3,000
-3,960
-57% -$720K 0.01% 240
2021
Q2 		$1.58M Buy
6,960
+330
+5% +$73.3K 0.02% 187
2021
Q1 		$1.5M Buy
6,630
+380
+6% +$93.3K 0.02% 184
2020
Q4 		$1.46M Sell
6,250
-2,968
-32% -$824K 0.02% 188
2020
Q3 		$2.71M Buy
9,218
+328
+4% +$86.4K 0.04% 168
2020
Q2 		$1.92M Sell
8,890
-91
-1% -$18.9K 0.03% 176
2020
Q1 		$1.75M Sell
8,981
-813
-8% -$170K 0.03% 178
2019
Q4 		$1.66M Buy
9,794
+2,404
+33% +$451K 0.03% 185
2019
Q3 		$1.24M Sell
7,390
-2,404
-25% -$413K 0.02% 199
2019
Q2 		$1.66M Buy
9,794
+104
+1% +$17.9K 0.03% 185
2019
Q1 		$1.77M Buy
9,690
+1,268
+15% +$213K 0.03% 181
2018
Q4 		$1.15M Sell
8,422
-2,841
-25% -$420K 0.02% 199
2018
Q3 		$1.86M Sell
11,263
-308
-3% -$54.5K 0.03% 181
2018
Q2 		$2.15M Buy
+11,571
New +$2.21M 0.04% 171

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

Confluence Investment Management's BABA Position: Q2 2026 in Review

Confluence Investment Management increased its Alibaba (BABA) stake by 8.2% in Q2 2026, buying an estimated $78.7K and bringing the position to 8,318 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #237.

Confluence Investment Management first reported a position in BABA in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.71M in Q3 2020. 1,226 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Confluence Investment Management held 8,318 shares of Alibaba worth $798K as of Q2 2026.
  • Confluence Investment Management bought 628 Alibaba shares in Q2 2026, an estimated $78.7K.
  • Alibaba made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #237 holding.
  • Confluence Investment Management first reported a position in Alibaba in Q2 2018 and has held it in 25 quarters since.
  • Confluence Investment Management's Alibaba position peaked at $2.71M in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.