Farther Finance Advisors’s Alibaba BABA Stock Holding History

Farther Finance 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 Q1	$2.62M	Buy	21,203 +2,106	+11%	+$317K	0.02%	537
2025 Q4	$2.8M	Buy	19,097 +3,186	+20%	+$519K	0.03%	466
2025 Q3	$2.84M	Sell	15,911 -74	-0.5%	-$9.7K	0.04%	341
2025 Q2	$1.81M	Buy	15,985 +11,851	+287%	+$1.4M	0.04%	395
2025 Q1	$549K	Sell	4,134 -279	-6%	-$32.2K	0.01%	744
2024 Q4	$374K	Sell	4,413 -3,096	-41%	-$292K	0.01%	705
2024 Q3	$797K	Sell	7,509 -8	-0.1%	-$655	0.03%	419
2024 Q2	$543K	Sell	7,517 -885	-11%	-$67.9K	0.03%	458
2024 Q1	$616K	Buy	8,402 +5,651	+205%	+$414K	0.04%	348
2023 Q4	$213K	Buy	2,751 +1,107	+67%	+$88.2K	0.02%	536
2023 Q3	$143K	Sell	1,644 -2,625	-61%	-$240K	0.02%	457
2023 Q2	$356K	Sell	4,269 -448	-9%	-$39.2K	0.08%	216
2023 Q1	$482K	Sell	4,717 -212	-4%	-$21.2K	0.14%	134
2022 Q4	$434K	Buy	+4,929	New	+$389K	0.17%	123

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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