HB Wealth Management’s Alibaba BABA Stock Holding History

HB Wealth Management’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	$1.1M	Sell	8,731 -240	-3%	-$36.1K	0.01%	626
2025 Q4	$1.31M	Buy	8,971 +968	+12%	+$158K	0.01%	541
2025 Q3	$1.43M	Buy	8,003 +1,916	+31%	+$251K	0.01%	509
2025 Q2	$690K	Sell	6,087 -2,032	-25%	-$241K	0.01%	641
2025 Q1	$1.07M	Buy	8,119 +4,286	+112%	+$494K	0.01%	521
2024 Q4	$325K	Sell	3,833 -242	-6%	-$22.9K	﹤0.01%	780
2024 Q3	$433K	Buy	4,075 +643	+19%	+$52.6K	﹤0.01%	637
2024 Q2	$247K	Sell	3,432 -1,295	-27%	-$99.3K	﹤0.01%	778
2024 Q1	$342K	Sell	4,727 -66	-1%	-$4.83K	﹤0.01%	616
2023 Q4	$372K	Buy	4,793 +182	+4%	+$14.5K	0.01%	533
2023 Q3	$400K	Buy	4,611 +172	+4%	+$15.7K	0.01%	494
2023 Q2	$370K	Buy	4,439 +749	+20%	+$65.6K	0.01%	493
2023 Q1	$377K	Sell	3,690 -636	-15%	-$63.7K	0.01%	479
2022 Q4	$381K	Buy	4,326 +1,226	+40%	+$96.7K	0.01%	461
2022 Q3	$248K	Sell	3,100 -44	-1%	-$4.19K	0.01%	481
2022 Q2	$357K	Sell	3,144 -305	-9%	-$29.9K	0.01%	405
2022 Q1	$375K	Hold	3,449	–	–	0.01%	400
2021 Q4	$410K	Buy	+3,449	New	+$502K	0.01%	338

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