GIA
BABA icon

Gladstone Institutional Advisory’s Alibaba BABA Stock Holding History

Gladstone Institutional Advisory’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 		$876K Buy
6,981
+258
+4% +$38.8K 0.03% 395
2025
Q4 		$986K Buy
6,723
+986
+17% +$161K 0.04% 370
2025
Q3 		$1.03M Buy
5,737
+1,356
+31% +$178K 0.04% 359
2025
Q2 		$497K Sell
4,381
-1,098
-20% -$130K 0.02% 495
2025
Q1 		$725K Sell
5,479
-1,892
-26% -$218K 0.03% 390
2024
Q4 		$625K Sell
7,371
-1,937
-21% -$183K 0.03% 411
2024
Q3 		$988K Buy
9,308
+526
+6% +$43K 0.05% 324
2024
Q2 		$632K Sell
8,782
-149
-2% -$11.4K 0.03% 378
2024
Q1 		$646K Buy
8,931
+2,913
+48% +$213K 0.04% 367
2023
Q4 		$466K Buy
6,018
+129
+2% +$10.3K 0.03% 432
2023
Q3 		$511K Sell
5,889
-345
-6% -$31.6K 0.03% 384
2023
Q2 		$520K Buy
6,234
+1,348
+28% +$118K 0.03% 393
2023
Q1 		$499K Buy
4,886
+1,095
+29% +$110K 0.03% 404
2022
Q4 		$334K Buy
3,791
+44
+1% +$3.47K 0.02% 478
2022
Q3 		$300K Buy
3,747
+396
+12% +$37.7K 0.02% 493
2022
Q2 		$381K Sell
3,351
-1,664
-33% -$163K 0.03% 466
2022
Q1 		$546K Buy
5,015
+2,632
+110% +$303K 0.04% 416
2021
Q4 		$283K Sell
2,383
-259
-10% -$37.7K 0.02% 486
2021
Q3 		$391K Sell
2,642
-3,343
-56% -$608K 0.04% 384
2021
Q2 		$1.36M Buy
5,985
+2,384
+66% +$530K 0.16% 149
2021
Q1 		$816K Buy
3,601
+1,747
+94% +$429K 0.13% 171
2020
Q4 		$431K Buy
1,854
+917
+98% +$255K 0.09% 174
2020
Q3 		$275K Sell
937
-125
-12% -$32.9K 0.07% 218
2020
Q2 		$229K Sell
1,062
-1,885
-64% -$393K 0.06% 200
2020
Q1 		$573K Sell
2,947
-2,203
-43% -$460K 0.15% 130
2019
Q4 		$1.09M Sell
5,150
-40
-0.8% -$7.5K 0.27% 80
2019
Q3 		$867K Sell
5,190
-119
-2% -$20.4K 0.22% 95
2019
Q2 		$899K Buy
5,309
+1,218
+30% +$210K 0.27% 79
2019
Q1 		$746K Sell
4,091
-977
-19% -$164K 0.27% 79
2018
Q4 		$695K Buy
+5,068
New +$749K 0.4% 58

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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

Gladstone Institutional Advisory's BABA Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Alibaba (BABA) stake by 3.8% in Q1 2026, buying an estimated $38.8K and bringing the position to 6,981 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #395.

Gladstone Institutional Advisory first reported a position in BABA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.36M in Q2 2021. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Gladstone Institutional Advisory held 6,981 shares of Alibaba worth $876K as of Q1 2026.
  • Gladstone Institutional Advisory bought 258 Alibaba shares in Q1 2026, an estimated $38.8K.
  • Alibaba made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #395 holding.
  • Gladstone Institutional Advisory first reported a position in Alibaba in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Alibaba position peaked at $1.36M in Q2 2021.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.