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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
2024
Q1 		– Sell
-400
Closed -$31K – 850
2023
Q4 		$31K Hold
400
– – ﹤0.01% 783
2023
Q3 		$34.7K Hold
400
– – ﹤0.01% 754
2023
Q2 		$33.3K Hold
400
– – ﹤0.01% 721
2023
Q1 		$40.9K Hold
400
– – ﹤0.01% 708
2022
Q4 		$35.2K Buy
+400
New +$31.5K ﹤0.01% 678

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

HB Wealth Management's BABA Position: Q1 2026 in Review

HB Wealth Management reduced its Alibaba (BABA) stake by 2.7% in Q1 2026, selling an estimated $36.1K and leaving 8,731 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #626.

HB Wealth Management first reported a position in BABA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • HB Wealth Management held 8,731 shares of Alibaba worth $1.1M as of Q1 2026.
  • HB Wealth Management sold 240 Alibaba shares in Q1 2026, an estimated $36.1K.
  • Alibaba made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #626 holding.
  • HB Wealth Management first reported a position in Alibaba in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Alibaba position peaked at $1.43M in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.