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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return