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Exencial Wealth Advisors’s Alibaba BABA Stock Holding History

Exencial 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
2025
Q4 		– Sell
-1,408
Closed -$252K – 550
2025
Q3 		$252K Buy
+1,408
New +$184K 0.01% 478
2025
Q2 		– Sell
-1,903
Closed -$252K – 490
2025
Q1 		$252K Buy
+1,903
New +$219K 0.01% 451
2024
Q2 		– Sell
-4,844
Closed -$350K – 487
2024
Q1 		$350K Sell
4,844
-261
-5% -$19.1K 0.01% 419
2023
Q4 		$396K Buy
+5,105
New +$407K 0.02% 380
2023
Q3 		– Sell
-4,376
Closed -$365K – 422
2023
Q2 		$365K Buy
+4,376
New +$383K 0.02% 341
2021
Q3 		– Sell
-11,459
Closed -$2.6M – 334
2021
Q2 		$2.6M Buy
11,459
+850
+8% +$189K 0.14% 165
2021
Q1 		$2.4M Buy
10,609
+3,044
+40% +$748K 0.14% 161
2020
Q4 		$1.76M Buy
7,565
+412
+6% +$114K 0.12% 160
2020
Q3 		$2.1M Buy
7,153
+3,660
+105% +$964K 0.11% 170
2020
Q2 		$753K Buy
3,493
+1,009
+41% +$210K 0.07% 192
2020
Q1 		$483K Buy
2,484
+277
+13% +$57.8K 0.09% 155
2019
Q4 		$468K Buy
2,207
+2
+0.1% +$375 0.08% 173
2019
Q3 		$369K Buy
2,205
+308
+16% +$52.9K 0.08% 177
2019
Q2 		$321K Sell
1,897
-3
-0.2% -$518 0.07% 173
2019
Q1 		$347K Hold
1,900
– – 0.08% 170
2018
Q4 		$260K Buy
1,900
+238
+14% +$35.2K 0.07% 181
2018
Q3 		$274K Buy
1,662
+527
+46% +$93.3K 0.06% 153
2018
Q2 		$211K Buy
+1,135
New +$216K 0.06% 170

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exencial Wealth Advisors's BABA Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of Alibaba (BABA) in Q4 2025, closing a stake of 1,408 shares — an estimated $252K sold.

Exencial Wealth Advisors first reported a position in BABA in Q2 2018 and held it in 18 quarters. The position peaked at $2.6M in Q2 2021. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,408 Alibaba shares in Q4 2025, an estimated $252K.
  • Exencial Wealth Advisors first reported a position in Alibaba in Q2 2018 and held it in 18 quarters.
  • Exencial Wealth Advisors's Alibaba position peaked at $2.6M in Q2 2021.
  • 1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.