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Heartwood Wealth Advisors’s Alibaba BABA Stock Holding History

Heartwood Wealth Advisors’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 		$224K Buy
+2,083
New +$241K 0.02% 215
2026
Q1 		– Sell
-1,515
Closed -$222K – 224
2025
Q4 		$222K Buy
1,515
+349
+30% +$56.8K 0.02% 195
2025
Q3 		$208K Buy
+1,166
New +$153K 0.02% 195

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

Heartwood Wealth Advisors's BABA Position: Q3 2026 in Review

Heartwood Wealth Advisors opened a new position in Alibaba (BABA) in Q3 2026: 2,083 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in BABA as recently as Q4 2025.

Heartwood Wealth Advisors first reported a position in BABA in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Heartwood Wealth Advisors held 2,083 shares of Alibaba worth $224K as of Q3 2026.
  • Alibaba was a new Heartwood Wealth Advisors position in Q3 2026.
  • Alibaba made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #215 holding.
  • Heartwood Wealth Advisors first reported a position in Alibaba in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.