DWM
BABA icon

Dogwood Wealth Management’s Alibaba BABA Stock Holding History

Dogwood Wealth Management’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 		$5.28K Sell
55
-22
-29% -$2.76K ﹤0.01% 504
2026
Q1 		$9.66K Buy
77
+72
+1,440% +$10.8K ﹤0.01% 355
2025
Q4 		$733 Hold
5
– – ﹤0.01% 641
2025
Q3 		$894 Hold
5
– – ﹤0.01% 610
2025
Q2 		$540 Buy
+5
New +$592 ﹤0.01% 626
2024
Q2 		– Sell
-100
Closed -$7.24K – 620
2024
Q1 		$7.24K Buy
+100
New +$7.33K ﹤0.01% 196

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

Dogwood Wealth Management's BABA Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Alibaba (BABA) stake by 29% in Q2 2026, selling an estimated $2.76K and leaving 55 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Dogwood Wealth Management first reported a position in BABA in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.66K in Q1 2026. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Dogwood Wealth Management held 55 shares of Alibaba worth $5.28K as of Q2 2026.
  • Dogwood Wealth Management sold 22 Alibaba shares in Q2 2026, an estimated $2.76K.
  • Alibaba made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Dogwood Wealth Management first reported a position in Alibaba in Q1 2024 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Alibaba position peaked at $9.66K in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.