Empowered Funds’s Alibaba BABA Stock Holding History

Empowered Funds’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	–	Sell	-16,728	Closed	-$2.45M	–	2111
2025 Q4	$2.45M	Sell	16,728 -13,275	-44%	-$2.16M	0.04%	428
2025 Q3	$5.36M	Buy	30,003 +9,350	+45%	+$1.23M	0.05%	463
2025 Q2	$2.34M	Buy	+20,653	New	+$2.45M	0.03%	750
2025 Q1	–	Sell	-2,540	Closed	-$215K	–	1634
2024 Q4	$215K	Buy	+2,540	New	+$240K	﹤0.01%	1478
2022 Q1	–	Sell	-4,355	Closed	-$517K	–	249
2021 Q4	$517K	Sell	4,355 -6,468	-60%	-$942K	0.06%	222
2021 Q3	$1.6M	Buy	10,823 +2,197	+25%	+$400K	0.21%	120
2021 Q2	$1.96M	Buy	+8,626	New	+$1.92M	0.25%	104

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