Madrona Financial Services’s Alibaba BABA Stock Holding History

Madrona Financial Services’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	$265K	Hold	2,115	–	–	0.06%	98
2025 Q4	$310K	Buy	2,115 +120	+6%	+$19.5K	0.07%	90
2025 Q3	$357K	Hold	1,995	–	–	0.08%	75
2025 Q2	$226K	Hold	1,995	–	–	0.05%	99
2025 Q1	$264K	Buy	+1,995	New	+$230K	0.07%	81
2024 Q4	–	Sell	-2,047	Closed	-$217K	–	111
2024 Q3	$217K	Buy	+2,047	New	+$167K	0.06%	98
2021 Q3	–	Sell	-1,223	Closed	-$277K	–	66
2021 Q2	$277K	Hold	1,223	–	–	0.14%	50
2021 Q1	$277K	Buy	1,223 +62	+5%	+$15.2K	0.14%	52
2020 Q4	$270K	Buy	1,161 +170	+17%	+$47.2K	0.15%	47
2020 Q3	$291K	Buy	+991	New	+$261K	0.18%	42

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