Forteris Wealth Management
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
Q3 		$560K Sell
5,212
-95
-2% -$11K 0.46% 43
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

Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Forteris Wealth Management's BABA Position: Q3 2026 in Review

Forteris Wealth Management reduced its Alibaba (BABA) stake by 1.8% in Q3 2026, selling an estimated $11K and leaving 5,212 shares worth $560K. The position accounts for 0.46% of the portfolio, ranked #43.

Forteris Wealth Management first reported a position in BABA in Q4 2025 and has held it in 4 quarters since. The position peaked at $749K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Forteris Wealth Management held 5,212 shares of Alibaba worth $560K as of Q3 2026.
  • Forteris Wealth Management sold 95 Alibaba shares in Q3 2026, an estimated $11K.
  • Alibaba made up 0.46% of Forteris Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Forteris Wealth Management first reported a position in Alibaba in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Alibaba position peaked at $749K in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.