Legacy Capital Group California’s Alibaba BABA Stock Holding History

Legacy Capital Group California’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	$291K	Sell	2,323 -121	-5%	-$18.2K	0.11%	241
2025 Q4	$358K	Sell	2,444 -61	-2%	-$9.93K	0.09%	266
2025 Q3	$448K	Buy	2,505 +110	+5%	+$14.4K	0.11%	219
2025 Q2	$272K	Sell	2,395 -30	-1%	-$3.55K	0.08%	282
2025 Q1	$321K	Buy	+2,425	New	+$280K	0.11%	214
2024 Q2	–	Sell	-12,558	Closed	-$909K	–	311
2024 Q1	$909K	Sell	12,558 -298	-2%	-$21.8K	0.34%	85
2023 Q4	$996K	Sell	12,856 -119	-0.9%	-$9.48K	0.39%	64
2023 Q3	$1.13M	Buy	12,975 +1,282	+11%	+$117K	0.48%	37
2023 Q2	$975K	Buy	11,693 +2,257	+24%	+$198K	0.4%	63
2023 Q1	$964K	Buy	+9,436	New	+$945K	0.47%	53

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