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JFS Wealth Advisors’s Alibaba BABA Stock Holding History

JFS 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 		$52.8K Sell
550
-45
-8% -$5.64K ﹤0.01% 541
2026
Q1 		$74.6K Hold
595
– – ﹤0.01% 448
2025
Q4 		$87.2K Hold
595
– – ﹤0.01% 432
2025
Q3 		$106K Hold
595
– – 0.01% 403
2025
Q2 		$67.5K Buy
595
+49
+9% +$5.8K ﹤0.01% 424
2025
Q1 		$72.2K Sell
546
-181
-25% -$20.9K ﹤0.01% 412
2024
Q4 		$61.6K Buy
727
+206
+40% +$19.5K ﹤0.01% 423
2024
Q3 		$55.3K Buy
521
+19
+4% +$1.55K ﹤0.01% 444
2024
Q2 		$36.1K Buy
502
+70
+16% +$5.37K ﹤0.01% 474
2024
Q1 		$31.3K Sell
432
-140
-24% -$10.3K ﹤0.01% 522
2023
Q4 		$44.3K Sell
572
-83
-13% -$6.61K ﹤0.01% 426
2023
Q3 		$56.8K Buy
655
+46
+8% +$4.21K 0.01% 359
2023
Q2 		$50.8K Sell
609
-28
-4% -$2.45K ﹤0.01% 367
2023
Q1 		$65.1K Buy
637
+17
+3% +$1.7K 0.01% 332
2022
Q4 		$54.6K Sell
620
-909
-59% -$71.7K 0.01% 353
2022
Q3 		$122K Sell
1,529
-195
-11% -$18.6K 0.01% 262
2022
Q2 		$196K Buy
1,724
+772
+81% +$75.7K 0.02% 212
2022
Q1 		$104K Sell
952
-581
-38% -$66.9K 0.01% 297
2021
Q4 		$182K Buy
1,533
+287
+23% +$41.8K 0.02% 240
2021
Q3 		$184K Buy
1,246
+451
+57% +$82.1K 0.02% 224
2021
Q2 		$180K Buy
795
+402
+102% +$89.3K 0.03% 174
2021
Q1 		$89K Buy
393
+29
+8% +$7.12K 0.02% 205
2020
Q4 		$85K Buy
364
+166
+84% +$46.1K 0.02% 201
2020
Q3 		$58K Hold
198
– – 0.01% 215
2020
Q2 		$43K Hold
198
– – 0.01% 243
2020
Q1 		$39K Sell
198
-213
-52% -$44.5K 0.01% 234
2019
Q4 		$87K Buy
+411
New +$77.1K 0.02% 205
2016
Q2 		– Sell
-18
Closed -$1K – 513
2016
Q1 		$1K Buy
+18
New +$1.27K ﹤0.01% 555

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

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

JFS Wealth Advisors reduced its Alibaba (BABA) stake by 7.6% in Q2 2026, selling an estimated $5.64K and leaving 550 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

JFS Wealth Advisors first reported a position in BABA in Q1 2016 and has held it in 28 quarters since. The position peaked at $196K in Q2 2022. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • JFS Wealth Advisors held 550 shares of Alibaba worth $52.8K as of Q2 2026.
  • JFS Wealth Advisors sold 45 Alibaba shares in Q2 2026, an estimated $5.64K.
  • Alibaba made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #541 holding.
  • JFS Wealth Advisors first reported a position in Alibaba in Q1 2016 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Alibaba position peaked at $196K in Q2 2022.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.