J.W. Cole Advisors
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J.W. Cole Advisors’s Alibaba BABA Stock Holding History

J.W. Cole 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
Q3 		$485K Sell
4,507
-3,535
-44% -$409K 0.01% 1029
2026
Q2 		$772K Buy
8,042
+1,017
+14% +$127K 0.01% 846
2026
Q1 		$881K Buy
7,025
+849
+14% +$128K 0.03% 402
2025
Q4 		$839K Sell
6,176
-123
-2% -$20K 0.02% 697
2025
Q3 		$1.13M Sell
6,299
-198
-3% -$25.9K 0.02% 674
2025
Q2 		$737K Buy
6,497
+2,324
+56% +$275K 0.02% 784
2025
Q1 		$552K Buy
+4,173
New +$481K 0.02% 739
2024
Q2 		– Sell
-4,038
Closed -$293K – 896
2024
Q1 		$293K Sell
4,038
-1,591
-28% -$117K 0.01% 700
2023
Q4 		$436K Buy
5,629
+87
+2% +$6.93K 0.03% 526
2023
Q3 		$481K Buy
5,542
+26
+0.5% +$2.38K 0.04% 425
2023
Q2 		$460K Sell
5,516
-3,986
-42% -$349K 0.03% 448
2023
Q1 		$971K Buy
9,502
+2,451
+35% +$246K 0.07% 294
2022
Q4 		$621K Buy
7,051
+1,127
+19% +$88.9K 0.05% 360
2022
Q3 		$474K Sell
5,924
-2,854
-33% -$272K 0.04% 410
2022
Q2 		$998K Sell
8,778
-50
-0.6% -$4.9K 0.08% 260
2022
Q1 		$960K Buy
8,828
+3,517
+66% +$405K 0.06% 292
2021
Q4 		$631K Sell
5,311
-1,453
-21% -$212K 0.04% 391
2021
Q3 		$1M Sell
6,764
-3,361
-33% -$611K 0.07% 163
2021
Q2 		$2.3M Buy
10,125
+278
+3% +$61.8K 0.18% 130
2021
Q1 		$2.23M Sell
9,847
-350
-3% -$86K 0.22% 115
2020
Q4 		$2.37M Sell
10,197
-7,926
-44% -$2.2M 0.25% 102
2020
Q3 		$5.33M Buy
+18,123
New +$4.77M 0.41% 56
2020
Q1 		– Sell
-4,867
Closed -$1.03M – 134
2019
Q4 		$1.03M Buy
+4,867
New +$913K 0.13% 179

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

J.W. Cole Advisors's BABA Position: Q3 2026 in Review

J.W. Cole Advisors reduced its Alibaba (BABA) stake by 44% in Q3 2026, selling an estimated $409K and leaving 4,507 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1029.

J.W. Cole Advisors first reported a position in BABA in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.33M in Q3 2020. 1,014 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • J.W. Cole Advisors held 4,507 shares of Alibaba worth $485K as of Q3 2026.
  • J.W. Cole Advisors sold 3,535 Alibaba shares in Q3 2026, an estimated $409K.
  • Alibaba made up 0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1029 holding.
  • J.W. Cole Advisors first reported a position in Alibaba in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's Alibaba position peaked at $5.33M in Q3 2020.
  • 1,014 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.