Creative Planning
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Creative Planning’s Alibaba BABA Stock Holding History

Creative Planning’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
2019
Q4 		– Sell
-1,000
Closed -$1K – 2008
2019
Q3 		$1K Buy
+1,000
New +$172K ﹤0.01% 1962
2015
Q3 		– Sell
-12,000
Closed -$114K – 4291
2015
Q2 		$114K Buy
+12,000
New +$1.03M ﹤0.01% 965
2015
Q1 		– Sell
-3,500
Closed -$4K – 4204
2014
Q4 		$4K Buy
+3,500
New +$359K ﹤0.01% 3571

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BABA Position: Q1 2026 in Review

Creative Planning reduced its Alibaba (BABA) stake by 3.4% in Q1 2026, selling an estimated $1.28M and leaving 240,739 shares worth $30.2M. The position accounts for 0.02% of the portfolio, ranked #312.

Creative Planning first reported a position in BABA in Q3 2014 and has held it in 47 quarters since. The position peaked at $42M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Creative Planning held 240,739 shares of Alibaba worth $30.2M as of Q1 2026.
  • Creative Planning sold 8,484 Alibaba shares in Q1 2026, an estimated $1.28M.
  • Alibaba made up 0.02% of Creative Planning's portfolio in Q1 2026, its #312 holding.
  • Creative Planning first reported a position in Alibaba in Q3 2014 and has held it in 47 quarters since.
  • Creative Planning's Alibaba position peaked at $42M in Q3 2025.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.