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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Alibaba BABA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$304 Hold
3
– – ﹤0.01% 528
2026
Q1 		$397 Sell
3
-16
-84% -$2.4K ﹤0.01% 493
2025
Q4 		$2.81K Buy
19
+16
+533% +$2.61K ﹤0.01% 463
2025
Q3 		$566 Sell
3
-70
-96% -$9.17K ﹤0.01% 513
2025
Q2 		$8.29K Sell
73
-100
-58% -$11.8K ﹤0.01% 378
2025
Q1 		$22.9K Buy
173
+170
+5,667% +$19.6K 0.01% 325
2024
Q4 		$263 Hold
3
– – ﹤0.01% 457
2024
Q3 		$330 Hold
3
– – ﹤0.01% 358
2024
Q2 		$219 Hold
3
– – ﹤0.01% 345
2024
Q1 		$220 Hold
3
– – ﹤0.01% 337
2023
Q4 		$233 Buy
+3
New +$239 ﹤0.01% 306

Other funds holding BABA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BABA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Alibaba (BABA) position steady in Q2 2026 at 3 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #528.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BABA in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q1 2025. 647 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3 shares of Alibaba worth $304 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #528 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Alibaba in Q4 2023 and has held it in 11 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Alibaba position peaked at $22.9K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.