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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
2019
Q1 		– Sell
-800
Closed -$11K – 695
2018
Q4 		$11K Buy
+800
New +$118K ﹤0.01% 443

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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

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.