Congress Wealth Management’s Alibaba BABA Stock Holding History

Congress 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
2025 Q2	$1.01M	Buy	8,906 +380	+4%	+$45K	0.01%	702
2025 Q1	$1.13M	Buy	8,526 +2,201	+35%	+$254K	0.01%	606
2024 Q4	$536K	Buy	6,325 +141	+2%	+$13.3K	0.01%	626
2024 Q3	$656K	Buy	+6,184	New	+$506K	0.01%	587
2024 Q1	–	Sell	-3,283	Closed	-$254K	–	583
2023 Q4	$254K	Sell	3,283 -7,125	-68%	-$568K	﹤0.01%	557
2023 Q3	$903K	Buy	10,408 +50	+0.5%	+$4.58K	0.02%	387
2023 Q2	$863K	Buy	10,358 +10	+0.1%	+$875	0.02%	354
2023 Q1	$1.06M	Buy	10,348 +6,125	+145%	+$614K	0.03%	330
2022 Q4	$372K	Sell	4,223 -5,189	-55%	-$409K	0.01%	449
2022 Q3	$753K	Buy	9,412 +4,665	+98%	+$444K	0.02%	361
2022 Q2	$540K	Sell	4,747 -762	-14%	-$74.7K	0.01%	396
2022 Q1	$599K	Buy	5,509 +2,124	+63%	+$245K	0.01%	419
2021 Q4	$402K	Buy	+3,385	New	+$493K	0.01%	493

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's BABA Position: Q2 2025 in Review

Congress Wealth Management increased its Alibaba (BABA) stake by 4.5% in Q2 2025, buying an estimated $45K and bringing the position to 8,906 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #702.

Congress Wealth Management first reported a position in BABA in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2025. 1,276 funds tracked by Wall St. Rank hold BABA as of Q2 2025.

Congress Wealth Management held 8,906 shares of Alibaba worth $1.01M as of Q2 2025.
Congress Wealth Management bought 380 Alibaba shares in Q2 2025, an estimated $45K.
Alibaba made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #702 holding.
Congress Wealth Management first reported a position in Alibaba in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's Alibaba position peaked at $1.13M in Q1 2025.
1,276 funds tracked by Wall St. Rank held Alibaba as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.