Focused Wealth Management’s Alibaba BABA Stock Holding History

Focused 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
2025 Q3	–	Sell	-3,500	Closed	-$397K	–	209
2025 Q2	$397K	Buy	3,500 +2,500	+250%	+$296K	0.05%	114
2025 Q1	$132K	Sell	1,000 -4,000	-80%	-$461K	0.02%	176
2024 Q4	$19.4K	Buy	+5,000	New	+$472K	﹤0.01%	174
2023 Q3	–	Sell	-2,000	Closed	-$1.94K	–	1037
2023 Q2	$1.94K	Buy	+2,000	New	+$175K	﹤0.01%	804
2023 Q1	–	Sell	-2,000	Closed	-$13.1K	–	1047
2022 Q4	$13.1K	Buy	+2,000	New	+$158K	﹤0.01%	487
2019 Q1	–	Sell	-4,000	Closed	-$35K	–	694
2018 Q4	$35K	Buy	+4,000	New	+$591K	0.01%	325
2016 Q1	–	Sell	-4,000	Closed	-$5K	–	653
2015 Q4	$5K	Buy	+4,000	New	+$314K	﹤0.01%	498
2015 Q1	–	Sell	-3,600	Closed	-$10K	–	673
2014 Q4	$10K	Buy	+3,600	New	+$369K	0.01%	417

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $192B AUM 27.2% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focused Wealth Management's BABA Position: Q1 2026 in Review

Focused Wealth Management reduced its Alibaba (BABA) stake by 3.9% in Q1 2026, selling an estimated $10.7K and leaving 1,761 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #181.

Focused Wealth Management first reported a position in BABA in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.8M in Q1 2019. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Focused Wealth Management held 1,761 shares of Alibaba worth $221K as of Q1 2026.
Focused Wealth Management sold 71 Alibaba shares in Q1 2026, an estimated $10.7K.
Alibaba made up 0.02% of Focused Wealth Management's portfolio in Q1 2026, its #181 holding.
Focused Wealth Management first reported a position in Alibaba in Q3 2014 and has held it in 47 quarters since.
Focused Wealth Management's Alibaba position peaked at $2.8M in Q1 2019.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.