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 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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

GoalVest Advisory's BABA Position: Q2 2026 in Review

GoalVest Advisory held its Alibaba (BABA) position steady in Q2 2026 at 3 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #495.

GoalVest Advisory first reported a position in BABA in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2021. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

GoalVest Advisory held 3 shares of Alibaba worth $288 as of Q2 2026.
GoalVest Advisory left its Alibaba share count unchanged in Q2 2026.
Alibaba made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #495 holding.
GoalVest Advisory first reported a position in Alibaba in Q4 2020 and has held it in 9 quarters since.
GoalVest Advisory's Alibaba position peaked at $1.24M in Q1 2021.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.