McKinley Carter Wealth Services’s Alibaba BABA Stock Holding History

McKinley Carter 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 Q1	$227K	Hold	1,811	–	–	0.01%	293
2025 Q4	$265K	Sell	1,811 -17	-0.9%	-$2.77K	0.01%	285
2025 Q3	$327K	Buy	1,828 +40	+2%	+$5.24K	0.02%	265
2025 Q2	$203K	Buy	1,788 +9	+0.5%	+$1.07K	0.01%	304
2025 Q1	$235K	Buy	+1,779	New	+$205K	0.01%	279
2021 Q3	–	Sell	-1,385	Closed	-$314K	–	287
2021 Q2	$314K	Sell	1,385 -52	-4%	-$11.6K	0.03%	238
2021 Q1	$326K	Buy	+1,437	New	+$353K	0.03%	235

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