CreativeOne Wealth’s Alibaba BABA Stock Holding History

CreativeOne Wealth’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	$358K	Sell	3,731 -395	-10%	-$49.5K	0.01%	920
2026 Q1	$518K	Buy	4,126 +1,399	+51%	+$210K	0.01%	796
2025 Q4	$400K	Sell	2,727 -629	-19%	-$102K	0.01%	858
2025 Q3	$600K	Sell	3,356 -1,163	-26%	-$152K	0.01%	712
2025 Q2	$513K	Sell	4,519 -880	-16%	-$104K	0.01%	733
2025 Q1	$714K	Sell	5,399 -433	-7%	-$49.9K	0.02%	585
2024 Q4	$495K	Buy	5,832 +946	+19%	+$89.4K	0.02%	697
2024 Q3	$518K	Buy	+4,886	New	+$400K	0.02%	621
2024 Q2	–	Sell	-11,782	Closed	-$853K	–	773
2024 Q1	$853K	Buy	+11,782	New	+$863K	0.03%	413
2022 Q1	–	Sell	-1,898	Closed	-$225K	–	736
2021 Q4	$225K	Buy	+1,898	New	+$276K	0.01%	680
2021 Q3	–	Sell	-1,439	Closed	-$326K	–	691
2021 Q2	$326K	Sell	1,439 -878	-38%	-$195K	0.02%	507
2021 Q1	$525K	Sell	2,317 -493	-18%	-$121K	0.04%	321
2020 Q4	$654K	Buy	+2,810	New	+$780K	0.05%	250

Other funds holding BABA

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

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

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CreativeOne Wealth's BABA Position: Q2 2026 in Review

CreativeOne Wealth reduced its Alibaba (BABA) stake by 9.6% in Q2 2026, selling an estimated $49.5K and leaving 3,731 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #920.

CreativeOne Wealth first reported a position in BABA in Q4 2020 and has held it in 13 quarters since. The position peaked at $853K in Q1 2024. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

CreativeOne Wealth held 3,731 shares of Alibaba worth $358K as of Q2 2026.
CreativeOne Wealth sold 395 Alibaba shares in Q2 2026, an estimated $49.5K.
Alibaba made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #920 holding.
CreativeOne Wealth first reported a position in Alibaba in Q4 2020 and has held it in 13 quarters since.
CreativeOne Wealth's Alibaba position peaked at $853K in Q1 2024.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.