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 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return