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

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

Creative Planning's BABA Position: Q2 2026 in Review

Creative Planning reduced its Alibaba (BABA) stake by 1.5% in Q2 2026, selling an estimated $438K and leaving 237,244 shares worth $22.8M. The position accounts for 0.01% of the portfolio, ranked #461.

Creative Planning first reported a position in BABA in Q3 2014 and has held it in 48 quarters since. The position peaked at $42M in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Creative Planning held 237,244 shares of Alibaba worth $22.8M as of Q2 2026.
  • Creative Planning sold 3,495 Alibaba shares in Q2 2026, an estimated $438K.
  • Alibaba made up 0.01% of Creative Planning's portfolio in Q2 2026, its #461 holding.
  • Creative Planning first reported a position in Alibaba in Q3 2014 and has held it in 48 quarters since.
  • Creative Planning's Alibaba position peaked at $42M in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.