Garton & Associates Financial Advisors’s Alibaba BABA Stock Holding History

Garton & Associates Financial 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	–	Sell	-30	Closed	-$4.4K	–	171
2025 Q4	$4.4K	Buy	+30	New	+$4.89K	﹤0.01%	1014

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's BABA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Alibaba (BABA) in Q1 2026, closing a stake of 30 shares — an estimated $4.4K sold.

Garton & Associates Financial Advisors first reported a position in BABA in Q4 2025 and held it in 1 quarter. The position peaked at $4.4K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 30 Alibaba shares in Q1 2026, an estimated $4.4K.
Garton & Associates Financial Advisors first reported a position in Alibaba in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Alibaba position peaked at $4.4K in Q4 2025.
1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.