HFO
BABA icon

Heritage Family Offices’s Alibaba BABA Stock Holding History

Heritage Family Offices’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
-1,529
Closed -$224K – 200
2025
Q4 		$224K Sell
1,529
-200
-12% -$32.6K 0.1% 181
2025
Q3 		$309K Sell
1,729
-50
-3% -$6.55K 0.14% 129
2025
Q2 		$236K Hold
1,779
– – 0.12% 155
2025
Q1 		$235K Buy
+1,779
New +$205K 0.12% 154

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's BABA Position: Q1 2026 in Review

Heritage Family Offices sold out of Alibaba (BABA) in Q1 2026, closing a stake of 1,529 shares — an estimated $224K sold.

Heritage Family Offices first reported a position in BABA in Q1 2025 and held it in 4 quarters. The position peaked at $309K in Q3 2025. 1,351 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Heritage Family Offices reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,529 Alibaba shares in Q1 2026, an estimated $224K.
  • Heritage Family Offices first reported a position in Alibaba in Q1 2025 and held it in 4 quarters.
  • Heritage Family Offices's Alibaba position peaked at $309K in Q3 2025.
  • 1,351 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.