Endowment Wealth Management’s Alibaba BABA Stock Holding History

Endowment 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	$210K	Sell	2,188 -57	-3%	-$7.14K	0.08%	169
2026 Q1	$282K	Sell	2,245 -98	-4%	-$14.7K	0.12%	113
2025 Q4	$343K	Sell	2,343 -224	-9%	-$36.5K	0.16%	98
2025 Q3	$459K	Buy	2,567 +9	+0.4%	+$1.18K	0.21%	88
2025 Q2	$290K	Sell	2,558 -60	-2%	-$7.1K	0.15%	114
2025 Q1	$346K	Sell	2,618 -272	-9%	-$31.4K	0.22%	87
2024 Q4	$245K	Sell	2,890 -23	-0.8%	-$2.17K	0.16%	113
2024 Q3	$309K	Buy	+2,913	New	+$238K	0.2%	96
2023 Q4	–	Sell	-2,513	Closed	-$218K	–	133
2023 Q3	$218K	Buy	+2,513	New	+$230K	0.2%	115

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

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

Endowment Wealth Management reduced its Alibaba (BABA) stake by 2.5% in Q2 2026, selling an estimated $7.14K and leaving 2,188 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #169.

Endowment Wealth Management first reported a position in BABA in Q3 2023 and has held it in 9 quarters since. The position peaked at $459K in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Endowment Wealth Management held 2,188 shares of Alibaba worth $210K as of Q2 2026.
Endowment Wealth Management sold 57 Alibaba shares in Q2 2026, an estimated $7.14K.
Alibaba made up 0.08% of Endowment Wealth Management's portfolio in Q2 2026, its #169 holding.
Endowment Wealth Management first reported a position in Alibaba in Q3 2023 and has held it in 9 quarters since.
Endowment Wealth Management's Alibaba position peaked at $459K in Q3 2025.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

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