MWP
BABA icon

Momentum Wealth Planning’s Alibaba BABA Stock Holding History

Momentum 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
Q2 		$319K Sell
3,282
-2,848
-46% -$357K 0.23% 31
2026
Q1 		$769K Buy
6,130
+868
+16% +$130K 0.68% 25
2025
Q4 		$771K Buy
5,262
+1,511
+40% +$246K 0.6% 25
2025
Q3 		$670K Buy
3,751
+134
+4% +$17.6K 0.52% 27
2025
Q2 		$421K Buy
+3,617
New +$428K 0.36% 31

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

Momentum Wealth Planning's BABA Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Alibaba (BABA) stake by 46% in Q2 2026, selling an estimated $357K and leaving 3,282 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #31.

Momentum Wealth Planning first reported a position in BABA in Q2 2025 and has held it in 5 quarters since. The position peaked at $771K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Momentum Wealth Planning held 3,282 shares of Alibaba worth $319K as of Q2 2026.
  • Momentum Wealth Planning sold 2,848 Alibaba shares in Q2 2026, an estimated $357K.
  • Alibaba made up 0.23% of Momentum Wealth Planning's portfolio in Q2 2026, its #31 holding.
  • Momentum Wealth Planning first reported a position in Alibaba in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Alibaba position peaked at $771K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.