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McCarter Private Wealth Services’s Alibaba BABA Stock Holding History

McCarter Private Wealth 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
Q2 		$214K Buy
2,229
+22
+1% +$2.76K 0.07% 171
2026
Q1 		$277K Sell
2,207
-93
-4% -$14K 0.12% 139
2025
Q4 		$337K Buy
2,300
+849
+59% +$138K 0.15% 120
2025
Q3 		$259K Buy
+1,451
New +$190K 0.13% 114

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

McCarter Private Wealth Services's BABA Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Alibaba (BABA) stake by 1% in Q2 2026, buying an estimated $2.76K and bringing the position to 2,229 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #171.

McCarter Private Wealth Services first reported a position in BABA in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q4 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • McCarter Private Wealth Services held 2,229 shares of Alibaba worth $214K as of Q2 2026.
  • McCarter Private Wealth Services bought 22 Alibaba shares in Q2 2026, an estimated $2.76K.
  • Alibaba made up 0.07% of McCarter Private Wealth Services's portfolio in Q2 2026, its #171 holding.
  • McCarter Private Wealth Services first reported a position in Alibaba in Q3 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Alibaba position peaked at $337K in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.