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High Net Worth Advisory Group’s Alibaba BABA Stock Holding History

High Net Worth Advisory Group’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 		$423K Sell
3,370
-400
-11% -$60.1K 0.1% 160
2025
Q4 		$553K Sell
3,770
-285
-7% -$46.4K 0.13% 133
2025
Q3 		$725K Buy
4,055
+627
+18% +$82.2K 0.17% 109
2025
Q2 		$389K Hold
3,428
– – 0.1% 151
2025
Q1 		$453K Hold
3,428
– – 0.13% 134
2024
Q4 		$291K Hold
3,428
– – 0.08% 174
2024
Q3 		$364K Buy
3,428
+2
+0.1% +$164 0.1% 153
2024
Q2 		$247K Hold
3,426
– – 0.07% 184
2024
Q1 		$248K Sell
3,426
-55
-2% -$4.03K 0.08% 182
2023
Q4 		$270K Buy
3,481
+4
+0.1% +$319 0.1% 157
2023
Q3 		$302K Sell
3,477
-1,200
-26% -$110K 0.12% 138
2023
Q2 		$390K Buy
4,677
+1,200
+35% +$105K 0.15% 125
2023
Q1 		$355K Sell
3,477
-13
-0.4% -$1.3K 0.14% 130
2022
Q4 		$307K Sell
3,490
-60
-2% -$4.73K 0.12% 143
2022
Q3 		$284K Sell
3,550
-129
-4% -$12.3K 0.12% 143
2022
Q2 		$418K Sell
3,679
-51
-1% -$5K 0.17% 114
2022
Q1 		$406K Sell
3,730
-565
-13% -$65.1K 0.15% 128
2021
Q4 		$510K Buy
+4,295
New +$625K 0.18% 111

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

High Net Worth Advisory Group's BABA Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Alibaba (BABA) stake by 11% in Q1 2026, selling an estimated $60.1K and leaving 3,370 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #160.

High Net Worth Advisory Group first reported a position in BABA in Q4 2021 and has held it in 18 quarters since. The position peaked at $725K in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • High Net Worth Advisory Group held 3,370 shares of Alibaba worth $423K as of Q1 2026.
  • High Net Worth Advisory Group sold 400 Alibaba shares in Q1 2026, an estimated $60.1K.
  • Alibaba made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #160 holding.
  • High Net Worth Advisory Group first reported a position in Alibaba in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Alibaba position peaked at $725K in Q3 2025.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.