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Holistic Financial Partners’s Alibaba BABA Stock Holding History

Holistic Financial Partners’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
Q2 		$221K Buy
2,305
+44
+2% +$5.51K 0.14% 111
2026
Q1 		$284K Buy
2,261
+420
+23% +$63.1K 0.11% 101
2025
Q4 		$270K Sell
1,841
-134
-7% -$21.8K 0.1% 105
2025
Q3 		$353K Buy
1,975
+113
+6% +$14.8K 0.14% 81
2025
Q2 		$211K Hold
1,862
– – 0.09% 118
2025
Q1 		$246K Buy
+1,862
New +$215K 0.12% 97
2024
Q4 		– Sell
-2,712
Closed -$288K – 126
2024
Q3 		$288K Buy
+2,712
New +$222K 0.14% 86
2023
Q2 		– Sell
-2,177
Closed -$222K – 110
2023
Q1 		$222K Buy
+2,177
New +$218K 0.17% 90
2022
Q1 		– Sell
-1,699
Closed -$202K – 118
2021
Q4 		$202K Buy
1,699
+93
+6% +$13.5K 0.12% 112
2021
Q3 		$238K Sell
1,606
-45
-3% -$8.19K 0.15% 94
2021
Q2 		$374K Buy
1,651
+160
+11% +$35.5K 0.22% 63
2021
Q1 		$338K Buy
1,491
+221
+17% +$54.3K 0.22% 66
2020
Q4 		$296K Sell
1,270
-338
-21% -$93.8K 0.2% 72
2020
Q3 		$475K Buy
1,608
+18
+1% +$4.74K 0.38% 38
2020
Q2 		$343K Sell
1,590
-144
-8% -$30K 0.3% 39
2020
Q1 		$337K Sell
1,734
-93
-5% -$19.4K 0.35% 41
2019
Q4 		$388K Buy
1,827
+449
+33% +$84.2K 0.23% 55
2019
Q3 		$230K Sell
1,378
-5
-0.4% -$859 0.2% 69
2019
Q2 		$234K Sell
1,383
-2,540
-65% -$438K 0.23% 63
2019
Q1 		$716K Buy
+3,923
New +$660K 0.3% 43
2018
Q2 		– Sell
-1,202
Closed -$221K – 62
2018
Q1 		$221K Buy
1,202
+346
+40% +$65.1K 0.18% 64
2017
Q4 		$148K Buy
+856
New +$153K 0.12% 90

Other funds holding BABA

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Holistic Financial Partners's BABA Position: Q2 2026 in Review

Holistic Financial Partners increased its Alibaba (BABA) stake by 1.9% in Q2 2026, buying an estimated $5.51K and bringing the position to 2,305 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #111.

Holistic Financial Partners first reported a position in BABA in Q4 2017 and has held it in 22 quarters since. The position peaked at $716K in Q1 2019. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Holistic Financial Partners held 2,305 shares of Alibaba worth $221K as of Q2 2026.
  • Holistic Financial Partners bought 44 Alibaba shares in Q2 2026, an estimated $5.51K.
  • Alibaba made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #111 holding.
  • Holistic Financial Partners first reported a position in Alibaba in Q4 2017 and has held it in 22 quarters since.
  • Holistic Financial Partners's Alibaba position peaked at $716K in Q1 2019.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.