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EPG Wealth Management’s Alibaba BABA Stock Holding History

EPG 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
Q1 		$697K Buy
5,554
+288
+5% +$43.3K 0.19% 125
2025
Q4 		$772K Buy
5,266
+3,979
+309% +$648K 0.21% 117
2025
Q3 		$230K Buy
+1,287
New +$169K 0.06% 177
2020
Q2 		– Sell
-883
Closed -$172K – 187
2020
Q1 		$172K Buy
883
+14
+2% +$2.92K 0.13% 132
2019
Q4 		$184K Buy
+869
New +$163K 0.13% 104

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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

EPG Wealth Management's BABA Position: Q1 2026 in Review

EPG Wealth Management increased its Alibaba (BABA) stake by 5.5% in Q1 2026, buying an estimated $43.3K and bringing the position to 5,554 shares worth $697K. The position accounts for 0.19% of the portfolio, ranked #125.

EPG Wealth Management first reported a position in BABA in Q4 2019 and has held it in 5 quarters since. The position peaked at $772K in Q4 2025. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • EPG Wealth Management held 5,554 shares of Alibaba worth $697K as of Q1 2026.
  • EPG Wealth Management bought 288 Alibaba shares in Q1 2026, an estimated $43.3K.
  • Alibaba made up 0.19% of EPG Wealth Management's portfolio in Q1 2026, its #125 holding.
  • EPG Wealth Management first reported a position in Alibaba in Q4 2019 and has held it in 5 quarters since.
  • EPG Wealth Management's Alibaba position peaked at $772K in Q4 2025.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.