FWM
BABA icon

Forteris Wealth Management’s Alibaba BABA Stock Holding History

Forteris 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
2026
Q2 		$509K Hold
5,307
– – 0.42% 50
2026
Q1 		$666K Buy
5,307
+200
+4% +$30.1K 0.64% 38
2025
Q4 		$749K Buy
+5,107
New +$832K 0.74% 33

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

Forteris Wealth Management's BABA Position: Q2 2026 in Review

Forteris Wealth Management held its Alibaba (BABA) position steady in Q2 2026 at 5,307 shares worth $509K. The position accounts for 0.42% of the portfolio, ranked #50.

Forteris Wealth Management first reported a position in BABA in Q4 2025 and has held it in 3 quarters since. The position peaked at $749K in Q4 2025. 647 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Forteris Wealth Management held 5,307 shares of Alibaba worth $509K as of Q2 2026.
  • Forteris Wealth Management left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up 0.42% of Forteris Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Forteris Wealth Management first reported a position in Alibaba in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's Alibaba position peaked at $749K in Q4 2025.
  • 647 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.