Icon Wealth Advisors’s Alibaba BABA Stock Holding History

Icon 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 Q2	$261K	Buy	+2,717	New	+$340K	0.02%	368
2025 Q4	–	Sell	-626	Closed	-$112K	–	402
2025 Q3	$112K	Sell	626 -566	-47%	-$74.2K	0.01%	485
2025 Q2	$135K	Sell	1,192 -604	-34%	-$71.5K	0.01%	444
2025 Q1	$238K	Buy	1,796 +140	+8%	+$16.1K	0.02%	321
2024 Q4	$140K	Sell	1,656 -5	-0.3%	-$472	0.01%	443
2024 Q3	$176K	Buy	1,661 +210	+14%	+$17.2K	0.01%	384
2024 Q2	$114K	Buy	1,451 +33	+2%	+$2.53K	0.01%	412
2024 Q1	$103K	Buy	+1,418	New	+$104K	0.01%	459
2022 Q4	–	Sell	-1,711	Closed	-$137K	–	333
2022 Q3	$137K	Buy	+1,711	New	+$163K	0.02%	351

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Icon Wealth Advisors's BABA Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Alibaba (BABA) in Q2 2026: 2,717 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in BABA as recently as Q3 2025.

Icon Wealth Advisors first reported a position in BABA in Q3 2022 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Icon Wealth Advisors held 2,717 shares of Alibaba worth $261K as of Q2 2026.
Alibaba was a new Icon Wealth Advisors position in Q2 2026.
Alibaba made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #368 holding.
Icon Wealth Advisors first reported a position in Alibaba in Q3 2022 and has held it in 9 quarters since.
1,227 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.