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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
2025
Q4 		– Sell
-48
Closed -$363K – 42
2025
Q3 		$363K Buy
+48
New +$6.29K 0.28% 32

Other funds holding BABA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

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. 647 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.
  • 647 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.