Kingswood Wealth Advisors’s Alibaba BABA Stock Holding History

Kingswood 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	$350K	Sell	3,648 -502	-12%	-$62.9K	0.01%	723
2026 Q1	$521K	Sell	4,150 -249	-6%	-$37.4K	0.02%	538
2025 Q4	$645K	Sell	4,399 -103	-2%	-$16.8K	0.03%	454
2025 Q3	$805K	Sell	4,502 -247	-5%	-$32.4K	0.05%	345
2025 Q2	$539K	Buy	4,749 +2,494	+111%	+$295K	0.04%	390
2025 Q1	$299K	Sell	2,255 -513	-19%	-$59.2K	0.03%	548
2024 Q4	$235K	Buy	+2,768	New	+$261K	0.02%	691
2024 Q1	–	Sell	-7,024	Closed	-$544K	–	623
2023 Q4	$544K	Buy	+7,024	New	+$560K	0.06%	328

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Alibaba (BABA) stake by 12% in Q2 2026, selling an estimated $62.9K and leaving 3,648 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #723.

Kingswood Wealth Advisors first reported a position in BABA in Q4 2023 and has held it in 8 quarters since. The position peaked at $805K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Kingswood Wealth Advisors held 3,648 shares of Alibaba worth $350K as of Q2 2026.
Kingswood Wealth Advisors sold 502 Alibaba shares in Q2 2026, an estimated $62.9K.
Alibaba made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #723 holding.
Kingswood Wealth Advisors first reported a position in Alibaba in Q4 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Alibaba position peaked at $805K in Q3 2025.
1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.