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Moneta Group Investment Advisors’s Alibaba BABA Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$297K Sell
2,370
-42
-2% -$6.31K ﹤0.01% 628
2025
Q4 		$354K Buy
2,412
+735
+44% +$120K ﹤0.01% 593
2025
Q3 		$300K Buy
+1,677
New +$220K ﹤0.01% 621
2024
Q4 		– Sell
-2,094
Closed -$222K – 667
2024
Q3 		$222K Buy
+2,094
New +$171K ﹤0.01% 599
2023
Q3 		– Sell
-2,704
Closed -$225K – 529
2023
Q2 		$225K Sell
2,704
-1,052
-28% -$92.1K 0.01% 483
2023
Q1 		$384K Buy
3,756
+1,232
+49% +$123K 0.01% 365
2022
Q4 		$278K Sell
2,524
-901
-26% -$71K 0.01% 384
2022
Q3 		$274K Buy
3,425
+461
+16% +$43.9K 0.01% 369
2022
Q2 		$337K Sell
2,964
-1,200
-29% -$118K 0.01% 363
2022
Q1 		$453K Sell
4,164
-727
-15% -$83.8K 0.02% 302
2021
Q4 		$581K Buy
4,891
+1,244
+34% +$181K 0.02% 274
2021
Q3 		$540K Sell
3,647
-57
-2% -$10.4K 0.02% 268
2021
Q2 		$840K Buy
3,704
+140
+4% +$31.1K 0.04% 218
2021
Q1 		$808K Buy
3,564
+2,120
+147% +$521K 0.04% 194
2020
Q4 		$336K Buy
1,444
+216
+18% +$60K 0.02% 240
2020
Q3 		$361K Buy
1,228
+268
+28% +$70.6K 0.03% 204
2020
Q2 		$207K Sell
960
-511
-35% -$106K 0.02% 238
2020
Q1 		$286K Sell
1,471
-38
-3% -$7.93K 0.03% 201
2019
Q4 		$320K Sell
1,509
-1,457
-49% -$273K 0.03% 202
2019
Q3 		$496K Buy
2,966
+664
+29% +$114K 0.05% 168
2019
Q2 		$390K Buy
2,302
+60
+3% +$10.4K 0.04% 171
2019
Q1 		$409K Buy
2,242
+148
+7% +$24.9K 0.04% 157
2018
Q4 		$287K Sell
2,094
-277
-12% -$41K 0.03% 177
2018
Q3 		$391K Sell
2,371
-431
-15% -$76.3K 0.04% 160
2018
Q2 		$520K Buy
2,802
+1,742
+164% +$332K 0.06% 168
2018
Q1 		$195K Buy
1,060
+475
+81% +$89.4K 0.03% 200
2017
Q4 		$101K Buy
+585
New +$105K 0.02% 242
2015
Q4 		– Sell
-200
Closed -$12K – 161
2015
Q3 		$12K Buy
+200
New +$14.5K ﹤0.01% 391

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's BABA Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Alibaba (BABA) stake by 1.7% in Q1 2026, selling an estimated $6.31K and leaving 2,370 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Moneta Group Investment Advisors first reported a position in BABA in Q3 2015 and has held it in 28 quarters since. The position peaked at $840K in Q2 2021. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Moneta Group Investment Advisors held 2,370 shares of Alibaba worth $297K as of Q1 2026.
  • Moneta Group Investment Advisors sold 42 Alibaba shares in Q1 2026, an estimated $6.31K.
  • Alibaba made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #628 holding.
  • Moneta Group Investment Advisors first reported a position in Alibaba in Q3 2015 and has held it in 28 quarters since.
  • Moneta Group Investment Advisors's Alibaba position peaked at $840K in Q2 2021.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.