Fortis Group Advisors’s Alibaba BABA Stock Holding History

Fortis Group 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	$2.67M	Buy	20,243 +10,788	+114%	+$1.62M	0.44%	62
2025 Q4	$1.6M	Sell	9,455 -2,141	-18%	-$349K	0.27%	103
2025 Q3	$1.98M	Sell	11,596 -5,252	-31%	-$688K	0.34%	70
2025 Q2	$2.03M	Buy	16,848 +10,215	+154%	+$1.21M	0.37%	67
2025 Q1	$877K	Buy	6,633 +6,606	+24,467%	+$762K	0.17%	117
2024 Q4	$2.29K	Hold	27	–	–	﹤0.01%	423
2024 Q3	$2.87K	Hold	27	–	–	﹤0.01%	399
2024 Q2	$1.94K	Hold	27	–	–	﹤0.01%	417
2024 Q1	$1.95K	Sell	27 -27	-50%	-$1.98K	﹤0.01%	437
2023 Q4	$4.19K	Buy	54 +27	+100%	+$2.15K	﹤0.01%	370
2023 Q3	$2.34K	Buy	+27	New	+$2.47K	﹤0.01%	355
2020 Q3	$7K	Buy	+27	New	+$7.11K	﹤0.01%	308

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