MWM
BABA icon

MorganRosel Wealth Management’s Alibaba BABA Stock Holding History

MorganRosel 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
Q3 		– Sell
-600
Closed -$68K – 130
2025
Q2 		$68K Hold
600
– – 0.02% 165
2025
Q1 		$79.3K Buy
+600
New +$69.2K 0.02% 143
2020
Q4 		– Sell
-984
Closed -$289K – 75
2020
Q3 		$289K Buy
984
+61
+7% +$16.1K 0.23% 64
2020
Q2 		$199K Sell
923
-370
-29% -$77K 0.18% 68
2020
Q1 		$251K Buy
1,293
+148
+13% +$30.9K 0.29% 61
2019
Q4 		$243K Buy
+1,145
New +$215K 0.18% 68

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MorganRosel Wealth Management's BABA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Alibaba (BABA) in Q3 2025, closing a stake of 600 shares — an estimated $68K sold.

MorganRosel Wealth Management first reported a position in BABA in Q4 2019 and held it in 6 quarters. The position peaked at $289K in Q3 2020. 1,415 funds tracked by Wall St. Rank hold BABA as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Alibaba position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 600 Alibaba shares in Q3 2025, an estimated $68K.
  • MorganRosel Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 6 quarters.
  • MorganRosel Wealth Management's Alibaba position peaked at $289K in Q3 2020.
  • 1,415 funds tracked by Wall St. Rank held Alibaba as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.