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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $192B AUM 27.2% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartwood Wealth Advisors's BABA Position: Q1 2026 in Review

Heartwood Wealth Advisors sold out of Alibaba (BABA) in Q1 2026, closing a stake of 1,515 shares — an estimated $222K sold.

Heartwood Wealth Advisors first reported a position in BABA in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Heartwood Wealth Advisors reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,515 Alibaba shares in Q1 2026, an estimated $222K.
Heartwood Wealth Advisors first reported a position in Alibaba in Q3 2025 and held it in 2 quarters.
Heartwood Wealth Advisors's Alibaba position peaked at $222K in Q4 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.