EFS
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Essex Financial Services’s Alibaba BABA Stock Holding History

Essex Financial Services’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 		$2.4M Sell
19,123
-43
-0.2% -$6.46K 0.13% 154
2025
Q4 		$2.81M Sell
19,166
-3,515
-15% -$572K 0.16% 130
2025
Q3 		$4.05M Buy
22,681
+37
+0.2% +$4.85K 0.24% 89
2025
Q2 		$2.57M Sell
22,644
-394
-2% -$46.6K 0.17% 131
2025
Q1 		$3.05M Buy
23,038
+212
+0.9% +$24.4K 0.22% 104
2024
Q4 		$1.94M Sell
22,826
-2,328
-9% -$220K 0.14% 139
2024
Q3 		$2.53M Buy
25,154
+1,186
+5% +$97K 0.18% 111
2024
Q2 		$1.92M Sell
23,968
-731
-3% -$56.1K 0.14% 141
2024
Q1 		$1.79M Buy
24,699
+2,873
+13% +$210K 0.16% 125
2023
Q4 		$1.69M Sell
21,826
-1,631
-7% -$130K 0.17% 123
2023
Q3 		$2.03M Sell
23,457
-496
-2% -$45.4K 0.24% 94
2023
Q2 		$2M Sell
23,953
-145
-0.6% -$12.7K 0.23% 94
2023
Q1 		$2.46M Sell
24,098
-677
-3% -$67.8K 0.26% 92
2022
Q4 		$2.18M Sell
24,775
-2,395
-9% -$189K 0.23% 100
2022
Q3 		$2.17M Sell
27,170
-2,674
-9% -$255K 0.26% 92
2022
Q2 		$3.39M Buy
29,844
+681
+2% +$66.8K 0.38% 64
2022
Q1 		$3.17M Sell
29,163
-1,122
-4% -$129K 0.3% 79
2021
Q4 		$3.6M Sell
30,285
-3,553
-11% -$517K 0.36% 66
2021
Q3 		$5.01M Buy
33,838
+177
+0.5% +$32.2K 0.57% 39
2021
Q2 		$7.63M Hold
33,661
– – 1.11% 13
2021
Q1 		$7.63M Buy
33,661
+606
+2% +$149K 1.37% 11
2020
Q4 		$7.69M Buy
33,055
+3,308
+11% +$918K 1.52% 10
2020
Q3 		$8.74M Buy
29,747
+5,312
+22% +$1.4M 2.15% 8
2020
Q2 		$5.27M Sell
24,435
-1,719
-7% -$358K 1.63% 8
2020
Q1 		$5.09M Buy
26,154
+1,459
+6% +$305K 1.81% 8
2019
Q4 		$5.24M Buy
24,695
+887
+4% +$166K 1.44% 13
2019
Q3 		$3.98M Buy
23,808
+1,537
+7% +$264K 1.28% 17
2019
Q2 		$3.77M Sell
22,271
-90
-0.4% -$15.5K 1.11% 20
2019
Q1 		$4.08M Buy
22,361
+4,465
+25% +$751K 1.23% 20
2018
Q4 		$2.45M Sell
17,896
-318
-2% -$47K 0.75% 36
2018
Q3 		$3M Buy
18,214
+1,594
+10% +$282K 0.66% 42
2018
Q2 		$3.08M Sell
16,620
-270
-2% -$51.5K 0.74% 37
2018
Q1 		$3.1M Buy
16,890
+685
+4% +$129K 0.61% 48
2017
Q4 		$2.79M Sell
16,205
-532
-3% -$95.3K 0.66% 42
2017
Q3 		$2.89M Buy
16,737
+3,591
+27% +$582K 0.71% 41
2017
Q2 		$1.85M Buy
13,146
+225
+2% +$27.8K 0.39% 64
2017
Q1 		$1.39M Buy
12,921
+1,195
+10% +$122K 0.32% 78
2016
Q4 		$1.03M Buy
11,726
+2,427
+26% +$234K 0.22% 109
2016
Q3 		$983K Sell
9,299
-450
-5% -$41.7K 0.23% 106
2016
Q2 		$775K Buy
9,749
+945
+11% +$74K 0.19% 124
2016
Q1 		$696K Sell
8,804
-976
-10% -$68.7K 0.17% 134
2015
Q4 		$795K Buy
9,780
+329
+3% +$25.8K 0.19% 122
2015
Q3 		$557K Buy
9,451
+975
+12% +$70.9K 0.14% 157
2015
Q2 		$697K Buy
8,476
+4,655
+122% +$400K 0.18% 134
2015
Q1 		$318K Buy
+3,821
New +$345K 0.08% 229

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

Essex Financial Services's BABA Position: Q1 2026 in Review

Essex Financial Services reduced its Alibaba (BABA) stake by 0.22% in Q1 2026, selling an estimated $6.46K and leaving 19,123 shares worth $2.4M. The position accounts for 0.13% of the portfolio, ranked #154.

Essex Financial Services first reported a position in BABA in Q1 2015 and has held it in 45 quarters since. The position peaked at $8.74M in Q3 2020. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Essex Financial Services held 19,123 shares of Alibaba worth $2.4M as of Q1 2026.
  • Essex Financial Services sold 43 Alibaba shares in Q1 2026, an estimated $6.46K.
  • Alibaba made up 0.13% of Essex Financial Services's portfolio in Q1 2026, its #154 holding.
  • Essex Financial Services first reported a position in Alibaba in Q1 2015 and has held it in 45 quarters since.
  • Essex Financial Services's Alibaba position peaked at $8.74M in Q3 2020.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.