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Kaizen Financial Strategies’s Alibaba BABA Stock Holding History

Kaizen Financial Strategies’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
-2,100
Closed -$291K – 178
2026
Q1 		$291K Hold
2,100
– – 0.12% 127
2025
Q4 		$308K Buy
2,100
+500
+31% +$81.4K 0.14% 126
2025
Q3 		$268K Sell
1,600
-200
-11% -$26.2K 0.12% 125
2025
Q2 		$204K Buy
+1,800
New +$213K 0.1% 144
2022
Q1 		– Sell
-2,070
Closed -$246K – 133
2021
Q4 		$246K Sell
2,070
-4,075
-66% -$593K 0.18% 120
2021
Q3 		$910K Buy
+6,145
New +$1.12M 0.73% 43
2021
Q1 		$1.33M Buy
5,888
+2,915
+98% +$716K 1.27% 22
2020
Q4 		$692K Buy
+2,973
New +$825K 0.77% 38

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

Kaizen Financial Strategies's BABA Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Alibaba (BABA) in Q2 2026, closing a stake of 2,100 shares — an estimated $291K sold.

Kaizen Financial Strategies first reported a position in BABA in Q4 2020 and held it in 8 quarters. The position peaked at $1.33M in Q1 2021. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,100 Alibaba shares in Q2 2026, an estimated $291K.
  • Kaizen Financial Strategies first reported a position in Alibaba in Q4 2020 and held it in 8 quarters.
  • Kaizen Financial Strategies's Alibaba position peaked at $1.33M in Q1 2021.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.