Marshall Financial Group (Maryland)’s Alibaba BABA Stock Holding History

Marshall Financial Group (Maryland)’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
2025 Q4	–	Sell	-1,187	Closed	-$212K	–	289
2025 Q3	$212K	Buy	+1,187	New	+$156K	0.04%	246
2021 Q4	–	Sell	-5,407	Closed	-$801K	–	211
2021 Q3	$801K	Buy	5,407 +204	+4%	+$37.1K	0.41%	80
2021 Q2	$1.18M	Buy	5,203 +367	+8%	+$81.5K	0.64%	40
2021 Q1	$1.1M	Buy	4,836 +227	+5%	+$55.8K	0.66%	60
2020 Q4	$1.07M	Buy	+4,609	New	+$1.28M	0.7%	56

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Marshall Financial Group (Maryland)'s BABA Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Alibaba (BABA) in Q4 2025, closing a stake of 1,187 shares — an estimated $212K sold.

Marshall Financial Group (Maryland) first reported a position in BABA in Q4 2020 and held it in 5 quarters. The position peaked at $1.18M in Q2 2021. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Marshall Financial Group (Maryland) reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 1,187 Alibaba shares in Q4 2025, an estimated $212K.
Marshall Financial Group (Maryland) first reported a position in Alibaba in Q4 2020 and held it in 5 quarters.
Marshall Financial Group (Maryland)'s Alibaba position peaked at $1.18M in Q2 2021.
1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.