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GoalVest Advisory’s Alibaba BABA Stock Holding History

GoalVest 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
Q3 		$323 Hold
3
– – ﹤0.01% 716
2026
Q2 		$288 Hold
3
– – ﹤0.01% 495
2026
Q1 		$376 Hold
3
– – ﹤0.01% 438
2025
Q4 		$440 Hold
3
– – ﹤0.01% 508
2025
Q3 		$536 Hold
3
– – ﹤0.01% 394
2025
Q2 		$340 Hold
3
– – ﹤0.01% 353
2025
Q1 		$397 Buy
+3
New +$346 ﹤0.01% 383
2021
Q2 		$291K Sell
1,282
-4,173
-76% -$927K 0.18% 109
2021
Q1 		$1.24M Buy
5,455
+185
+4% +$45.4K 0.92% 29
2020
Q4 		$1.23M Buy
+5,270
New +$1.46M 1.03% 28

Other funds holding BABA

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

GoalVest Advisory's BABA Position: Q3 2026 in Review

GoalVest Advisory held its Alibaba (BABA) position steady in Q3 2026 at 3 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #716.

GoalVest Advisory first reported a position in BABA in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2021. 49 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • GoalVest Advisory held 3 shares of Alibaba worth $323 as of Q3 2026.
  • GoalVest Advisory left its Alibaba share count unchanged in Q3 2026.
  • Alibaba made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #716 holding.
  • GoalVest Advisory first reported a position in Alibaba in Q4 2020 and has held it in 10 quarters since.
  • GoalVest Advisory's Alibaba position peaked at $1.24M in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.