Milestone Asset Management’s Alibaba BABA Stock Holding History

Milestone Asset Management’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	$1.19M	Buy	11,100 +4,568	+70%	+$528K	0.19%	124
2026 Q2	$627K	Buy	+6,532	New	+$818K	0.1%	169
2025 Q2	–	Sell	-14,079	Closed	-$1.86M	–	206
2025 Q1	$1.86M	Sell	14,079 -25,560	-64%	-$2.95M	0.4%	54
2024 Q4	$3.36M	Buy	39,639 +20,635	+109%	+$1.95M	0.74%	38
2024 Q3	$2.02M	Buy	+19,004	New	+$1.55M	0.45%	47

Other funds holding BABA

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AIM

Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Milestone Asset Management's BABA Position: Q3 2026 in Review

Milestone Asset Management increased its Alibaba (BABA) stake by 70% in Q3 2026, buying an estimated $528K and bringing the position to 11,100 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #124.

Milestone Asset Management first reported a position in BABA in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.36M in Q4 2024. 171 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

Milestone Asset Management held 11,100 shares of Alibaba worth $1.19M as of Q3 2026.
Milestone Asset Management bought 4,568 Alibaba shares in Q3 2026, an estimated $528K.
Alibaba made up 0.19% of Milestone Asset Management's portfolio in Q3 2026, its #124 holding.
Milestone Asset Management first reported a position in Alibaba in Q3 2024 and has held it in 5 quarters since.
Milestone Asset Management's Alibaba position peaked at $3.36M in Q4 2024.
171 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.