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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
Q2 		– Sell
-2,357
Closed -$296K – 883
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 – 179
2017
Q1 		$12K Buy
+100
New +$10.2K ﹤0.01% 420

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

Crestwood Advisors Group's BABA Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Alibaba (BABA) in Q2 2026, closing a stake of 2,357 shares — an estimated $296K sold.

Crestwood Advisors Group first reported a position in BABA in Q1 2017 and held it in 10 quarters. The position peaked at $379K in Q2 2020. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Crestwood Advisors Group reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,357 Alibaba shares in Q2 2026, an estimated $296K.
  • Crestwood Advisors Group first reported a position in Alibaba in Q1 2017 and held it in 10 quarters.
  • Crestwood Advisors Group's Alibaba position peaked at $379K in Q2 2020.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.