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Intergy Private Wealth’s Alibaba BABA Stock Holding History

Intergy Private Wealth’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 		– Sell
-1,675
Closed -$210K – 148
2026
Q1 		$210K Buy
1,675
+39
+2% +$5.86K 0.06% 114
2025
Q4 		$240K Buy
1,636
+107
+7% +$17.4K 0.07% 98
2025
Q3 		$273K Buy
+1,529
New +$200K 0.09% 89

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

Intergy Private Wealth's BABA Position: Q2 2026 in Review

Intergy Private Wealth sold out of Alibaba (BABA) in Q2 2026, closing a stake of 1,675 shares — an estimated $210K sold.

Intergy Private Wealth first reported a position in BABA in Q3 2025 and held it in 3 quarters. The position peaked at $273K in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Intergy Private Wealth reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 1,675 Alibaba shares in Q2 2026, an estimated $210K.
  • Intergy Private Wealth first reported a position in Alibaba in Q3 2025 and held it in 3 quarters.
  • Intergy Private Wealth's Alibaba position peaked at $273K in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.