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Jeppson Wealth Management’s Alibaba BABA Stock Holding History

Jeppson Wealth Management’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 		$491K Hold
4,570
– – 0.14% 142
2026
Q2 		$439K Buy
4,570
+503
+12% +$63K 0.13% 155
2026
Q1 		$510K Sell
4,067
-896
-18% -$135K 0.16% 120
2025
Q4 		$727K Sell
4,963
-6
-0.1% -$977 0.23% 95
2025
Q3 		$888K Sell
4,969
-117
-2% -$15.3K 0.28% 85
2025
Q2 		$577K Sell
5,086
-50
-1% -$5.92K 0.2% 112
2025
Q1 		$679K Buy
5,136
+130
+3% +$15K 0.25% 91
2024
Q4 		$424K Buy
5,006
+1
+0% +$94 0.15% 129
2024
Q3 		$531K Sell
5,005
-517
-9% -$42.3K 0.19% 116
2024
Q2 		$398K Buy
5,522
+33
+0.6% +$2.53K 0.15% 130
2024
Q1 		$397K Buy
5,489
+1,519
+38% +$111K 0.15% 138
2023
Q4 		$308K Sell
3,970
-3,065
-44% -$244K 0.13% 152
2023
Q3 		$610K Buy
7,035
+525
+8% +$48.1K 0.28% 91
2023
Q2 		$543K Buy
6,510
+2,073
+47% +$181K 0.24% 104
2023
Q1 		$453K Buy
4,437
+348
+9% +$34.9K 0.2% 115
2022
Q4 		$360K Sell
4,089
-3,008
-42% -$237K 0.15% 128
2022
Q3 		$568K Buy
7,097
+262
+4% +$25K 0.26% 90
2022
Q2 		$777K Buy
6,835
+1,010
+17% +$99K 0.33% 70
2022
Q1 		$633K Sell
5,825
-2,018
-26% -$232K 0.3% 79
2021
Q4 		$932K Sell
7,843
-453
-5% -$66K 0.45% 55
2021
Q3 		$1.23M Buy
8,296
+1,355
+20% +$247K 0.64% 35
2021
Q2 		$1.57M Sell
6,941
-115
-2% -$25.6K 0.86% 25
2021
Q1 		$1.6M Buy
7,056
+735
+12% +$181K 0.95% 20
2020
Q4 		$1.47M Buy
6,321
+1,570
+33% +$436K 0.98% 20
2020
Q3 		$1.4M Buy
+4,751
New +$1.25M 1.09% 17

Other funds holding BABA

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Jeppson Wealth Management's BABA Position: Q3 2026 in Review

Jeppson Wealth Management held its Alibaba (BABA) position steady in Q3 2026 at 4,570 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #142.

Jeppson Wealth Management first reported a position in BABA in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.6M in Q1 2021. 196 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Jeppson Wealth Management held 4,570 shares of Alibaba worth $491K as of Q3 2026.
  • Jeppson Wealth Management left its Alibaba share count unchanged in Q3 2026.
  • Alibaba made up 0.14% of Jeppson Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Jeppson Wealth Management first reported a position in Alibaba in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Alibaba position peaked at $1.6M in Q1 2021.
  • 196 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.