Fortis Capital Advisors’s Alibaba BABA Stock Holding History

Fortis Capital Advisors’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 Q1	$408K	Sell	3,250 -4,390	-57%	-$660K	0.05%	259
2025 Q4	$1.12M	Sell	7,640 -618	-7%	-$101K	0.17%	105
2025 Q3	$1.48M	Buy	8,258 +379	+5%	+$49.7K	0.23%	64
2025 Q2	$894K	Buy	7,879 +2,264	+40%	+$268K	0.16%	104
2025 Q1	$742K	Sell	5,615 -1,673	-23%	-$193K	0.15%	117
2024 Q4	$607K	Buy	+7,288	New	+$688K	0.21%	98
2024 Q3	–	Sell	-7,755	Closed	-$558K	–	176
2024 Q2	$558K	Buy	+7,755	New	+$595K	0.2%	92
2023 Q1	–	Sell	-33	Closed	-$2.91K	–	667
2022 Q4	$2.91K	Buy	+33	New	+$2.6K	﹤0.01%	557

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B 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 $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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