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EverSource Wealth Advisors’s Alibaba BABA Stock Holding History

EverSource Wealth Advisors’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 		$250K Sell
2,608
-470
-15% -$58.9K 0.01% 899
2026
Q1 		$386K Buy
3,078
+111
+4% +$16.7K 0.01% 722
2025
Q4 		$435K Buy
2,967
+208
+8% +$33.9K 0.02% 586
2025
Q3 		$493K Sell
2,759
-26
-0.9% -$3.41K 0.02% 513
2025
Q2 		$316K Buy
2,785
+227
+9% +$26.9K 0.01% 648
2025
Q1 		$338K Buy
2,558
+635
+33% +$73.2K 0.02% 483
2024
Q4 		$163K Sell
1,923
-922
-32% -$87.1K 0.01% 726
2024
Q3 		$302K Buy
2,845
+22
+0.8% +$1.8K 0.02% 443
2024
Q2 		$223K Buy
2,823
+289
+11% +$22.2K 0.01% 526
2024
Q1 		$190K Buy
2,534
+98
+4% +$7.18K 0.01% 507
2023
Q4 		$189K Sell
2,436
-205
-8% -$16.3K 0.02% 442
2023
Q3 		$229K Buy
2,641
+7
+0.3% +$641 0.02% 367
2023
Q2 		$220K Buy
2,634
+196
+8% +$17.2K 0.02% 378
2023
Q1 		$249K Buy
2,438
+815
+50% +$81.6K 0.03% 334
2022
Q4 		$143K Buy
1,623
+185
+13% +$14.6K 0.02% 417
2022
Q3 		$115K Sell
1,438
-924
-39% -$88K 0.03% 394
2022
Q2 		$269K Buy
2,362
+1,672
+242% +$164K 0.07% 222
2022
Q1 		$75K Buy
690
+92
+15% +$10.6K 0.02% 401
2021
Q4 		$71K Buy
+598
New +$87.1K 0.02% 359

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

EverSource Wealth Advisors's BABA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Alibaba (BABA) stake by 15% in Q2 2026, selling an estimated $58.9K and leaving 2,608 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #899.

EverSource Wealth Advisors first reported a position in BABA in Q4 2021 and has held it in 19 quarters since. The position peaked at $493K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • EverSource Wealth Advisors held 2,608 shares of Alibaba worth $250K as of Q2 2026.
  • EverSource Wealth Advisors sold 470 Alibaba shares in Q2 2026, an estimated $58.9K.
  • Alibaba made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #899 holding.
  • EverSource Wealth Advisors first reported a position in Alibaba in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Alibaba position peaked at $493K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.