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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
2021
Q1 		– Sell
-5,700
Closed -$21K – 281
2020
Q4 		$21K Sell
5,700
-500
-8% -$139K ﹤0.01% 263
2020
Q3 		$140K Hold
6,200
– – 0.03% 232
2020
Q2 		$13K Buy
6,200
+3,300
+114% +$687K ﹤0.01% 235
2020
Q1 		$3K Buy
+2,900
New +$605K ﹤0.01% 220

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

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.