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Evermay Wealth Management’s Alibaba BABA Stock Holding History

Evermay 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
Q2 		$8.64K Hold
89
– – ﹤0.01% 521
2026
Q1 		$11.2K Hold
89
– – ﹤0.01% 452
2025
Q4 		$13K Hold
89
– – ﹤0.01% 424
2025
Q3 		$15.9K Sell
89
-10
-10% -$1.31K ﹤0.01% 410
2025
Q2 		$11.4K Sell
99
-40
-29% -$4.74K ﹤0.01% 435
2025
Q1 		$18.4K Hold
139
– – ﹤0.01% 394
2024
Q4 		$11.8K Hold
139
– – ﹤0.01% 429
2024
Q3 		$14.8K Sell
139
-40
-22% -$3.27K ﹤0.01% 421
2024
Q2 		$13.2K Hold
179
– – ﹤0.01% 433
2024
Q1 		$13K Sell
179
-40
-18% -$2.93K ﹤0.01% 446
2023
Q4 		$17.2K Sell
219
-45
-17% -$3.58K ﹤0.01% 402
2023
Q3 		$22.9K Sell
264
-100
-27% -$9.15K ﹤0.01% 369
2023
Q2 		$30.3K Hold
364
– – 0.01% 351
2023
Q1 		$37.2K Sell
364
-3
-0.8% -$301 0.01% 327
2022
Q4 		$32.3K Sell
367
-12
-3% -$946 0.01% 331
2022
Q3 		$30K Sell
379
-130
-26% -$12.4K 0.01% 315
2022
Q2 		$58K Sell
509
-240
-32% -$23.5K 0.01% 265
2022
Q1 		$81K Sell
749
-280
-27% -$32.3K 0.01% 264
2021
Q4 		$122K Sell
1,029
-300
-23% -$43.7K 0.02% 212
2021
Q3 		$197K Buy
1,329
+259
+24% +$47.1K 0.04% 161
2021
Q2 		$243K Buy
1,070
+62
+6% +$13.8K 0.05% 157
2021
Q1 		$229K Buy
1,008
+111
+12% +$27.3K 0.05% 160
2020
Q4 		$209K Buy
897
+218
+32% +$60.5K 0.05% 166
2020
Q3 		$200K Buy
+679
New +$179K 0.05% 156

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Evermay Wealth Management's BABA Position: Q2 2026 in Review

Evermay Wealth Management held its Alibaba (BABA) position steady in Q2 2026 at 89 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Evermay Wealth Management first reported a position in BABA in Q3 2020 and has held it in 24 quarters since. The position peaked at $243K in Q2 2021. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Evermay Wealth Management held 89 shares of Alibaba worth $8.64K as of Q2 2026.
  • Evermay Wealth Management left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Evermay Wealth Management first reported a position in Alibaba in Q3 2020 and has held it in 24 quarters since.
  • Evermay Wealth Management's Alibaba position peaked at $243K in Q2 2021.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.