Crestwood Advisors Group’s Alibaba BABA Stock Holding History

Crestwood Advisors Group’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 Q1	$296K	Buy	2,357 +366	+18%	+$55K	0.01%	580
2025 Q4	$292K	Buy	1,991 +676	+51%	+$110K	﹤0.01%	526
2025 Q3	$235K	Buy	+1,315	New	+$172K	﹤0.01%	518
2021 Q1	–	Sell	-1,449	Closed	-$337K	–	265
2020 Q4	$337K	Buy	1,449 +162	+13%	+$45K	0.01%	208
2020 Q3	$378K	Sell	1,287 -468	-27%	-$123K	0.01%	183
2020 Q2	$379K	Buy	1,755 +294	+20%	+$61.2K	0.02%	181
2020 Q1	$284K	Sell	1,461 -110	-7%	-$23K	0.01%	187
2019 Q4	$333K	Buy	1,571 +344	+28%	+$64.5K	0.01%	200
2019 Q3	$205K	Buy	+1,227	New	+$211K	0.01%	238
2017 Q2	–	Sell	-100	Closed	-$12K	–	180
2017 Q1	$12K	Buy	+100	New	+$10.2K	﹤0.01%	420

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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