Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Alibaba BABA Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$212K Buy
+1,973
New +$228K 0.1% 111
2026
Q2 		– Sell
-1,993
Closed -$250K – 123
2026
Q1 		$250K Sell
1,993
-3
-0.2% -$451 0.14% 105
2025
Q4 		$293K Sell
1,996
-354
-15% -$57.7K 0.17% 86
2025
Q3 		$420K Sell
2,350
-193
-8% -$25.3K 0.24% 70
2025
Q2 		$288K Sell
2,543
-48
-2% -$5.68K 0.18% 90
2025
Q1 		$343K Hold
2,591
– – 0.22% 78
2024
Q4 		$220K Buy
+2,591
New +$245K 0.16% 106

Other funds holding BABA

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Meriwether Wealth & Planning's BABA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Alibaba (BABA) in Q3 2026: 1,973 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in BABA as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in BABA in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q3 2025. 271 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Meriwether Wealth & Planning held 1,973 shares of Alibaba worth $212K as of Q3 2026.
  • Alibaba was a new Meriwether Wealth & Planning position in Q3 2026.
  • Alibaba made up 0.1% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #111 holding.
  • Meriwether Wealth & Planning first reported a position in Alibaba in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Alibaba position peaked at $420K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.