Equitable Trust’s Alibaba BABA Stock Holding History

Equitable Trust’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	$336K	Hold	2,680	–	–	0.02%	384
2025 Q4	$393K	Buy	2,680 +304	+13%	+$49.5K	0.02%	359
2025 Q3	$425K	Buy	+2,376	New	+$311K	0.02%	347
2021 Q3	–	Sell	-4,326	Closed	-$981K	–	360
2021 Q2	$981K	Buy	4,326 +1,613	+59%	+$358K	0.06%	190
2021 Q1	$615K	Buy	2,713 +186	+7%	+$45.7K	0.05%	219
2020 Q4	$589K	Sell	2,527 -346	-12%	-$96.1K	0.04%	234
2020 Q3	$845K	Hold	2,873	–	–	0.07%	180
2020 Q2	$620K	Buy	+2,873	New	+$598K	0.06%	200
2020 Q1	–	Sell	-11,066	Closed	-$2.35M	–	307
2019 Q4	$2.35M	Buy	11,066 +285	+3%	+$53.5K	0.23%	100
2019 Q3	$1.8M	Sell	10,781 -410	-4%	-$70.5K	0.19%	111
2019 Q2	$1.9M	Buy	11,191 +2,083	+23%	+$359K	0.2%	105
2019 Q1	$1.66M	Buy	9,108 +1,159	+15%	+$195K	0.19%	111
2018 Q4	$1.09M	Buy	7,949 +6,482	+442%	+$958K	0.14%	138
2018 Q3	$242K	Sell	1,467 -8,621	-85%	-$1.53M	0.03%	269
2018 Q2	$1.87M	Buy	+10,088	New	+$1.92M	0.24%	108

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $192B AUM 27.2% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Trust's BABA Position: Q1 2026 in Review

Equitable Trust held its Alibaba (BABA) position steady in Q1 2026 at 2,680 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #384.

Equitable Trust first reported a position in BABA in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.35M in Q4 2019. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Equitable Trust held 2,680 shares of Alibaba worth $336K as of Q1 2026.
Equitable Trust left its Alibaba share count unchanged in Q1 2026.
Alibaba made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #384 holding.
Equitable Trust first reported a position in Alibaba in Q2 2018 and has held it in 15 quarters since.
Equitable Trust's Alibaba position peaked at $2.35M in Q4 2019.
1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.