Modera Wealth Management’s Alibaba BABA Stock Holding History

Modera Wealth 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
2025 Q4	–	Sell	-2,041	Closed	-$365K	–	644
2025 Q3	$365K	Sell	2,041 -71	-3%	-$9.3K	﹤0.01%	505
2025 Q2	$240K	Sell	2,112 -515	-20%	-$61K	﹤0.01%	585
2025 Q1	$347K	Buy	+2,627	New	+$303K	﹤0.01%	489
2024 Q4	–	Sell	-2,121	Closed	-$225K	–	617
2024 Q3	$225K	Buy	+2,121	New	+$174K	﹤0.01%	556

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

Modera Wealth Management's BABA Position: Q4 2025 in Review

Modera Wealth Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 2,041 shares — an estimated $365K sold.

Modera Wealth Management first reported a position in BABA in Q3 2024 and held it in 4 quarters. The position peaked at $365K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Modera Wealth Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 2,041 Alibaba shares in Q4 2025, an estimated $365K.
Modera Wealth Management first reported a position in Alibaba in Q3 2024 and held it in 4 quarters.
Modera Wealth Management's Alibaba position peaked at $365K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.