Evanson Asset Management’s Alibaba BABA Stock Holding History

Evanson Asset 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	$627K	Sell	5,000 -80	-2%	-$12K	0.03%	168
2025 Q4	$745K	Buy	+5,080	New	+$827K	0.04%	164
2021 Q4	–	Sell	-1,447	Closed	-$332K	–	286
2021 Q3	$332K	Buy	1,447 +70	+5%	+$12.7K	0.03%	218
2021 Q2	$312K	Sell	1,377 -50	-4%	-$11.1K	0.03%	215
2021 Q1	$324K	Sell	1,427 -516	-27%	-$127K	0.05%	211
2020 Q4	$452K	Buy	1,943 +523	+37%	+$145K	0.07%	159
2020 Q3	$417K	Sell	1,420 -50	-3%	-$13.2K	0.08%	151
2020 Q2	$317K	Buy	1,470 +296	+25%	+$61.6K	0.06%	164
2020 Q1	$228K	Buy	1,174 +83	+8%	+$17.3K	0.05%	186
2019 Q4	$231K	Buy	+1,091	New	+$205K	0.05%	213

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

Evanson Asset Management's BABA Position: Q1 2026 in Review

Evanson Asset Management reduced its Alibaba (BABA) stake by 1.6% in Q1 2026, selling an estimated $12K and leaving 5,000 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #168.

Evanson Asset Management first reported a position in BABA in Q4 2019 and has held it in 10 quarters since. The position peaked at $745K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Evanson Asset Management held 5,000 shares of Alibaba worth $627K as of Q1 2026.
Evanson Asset Management sold 80 Alibaba shares in Q1 2026, an estimated $12K.
Alibaba made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #168 holding.
Evanson Asset Management first reported a position in Alibaba in Q4 2019 and has held it in 10 quarters since.
Evanson Asset Management's Alibaba position peaked at $745K in Q4 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.