Morningstar Investment Management’s Alibaba BABA Stock Holding History

Morningstar Investment 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
2026 Q1	–	Sell	-18,350	Closed	-$2.69M	–	318
2025 Q4	$2.69M	Sell	18,350 -11,061	-38%	-$1.8M	0.16%	136
2025 Q3	$5.26M	Buy	+29,411	New	+$3.85M	0.19%	135

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Management's BABA Position: Q1 2026 in Review

Morningstar Investment Management sold out of Alibaba (BABA) in Q1 2026, closing a stake of 18,350 shares — an estimated $2.69M sold.

Morningstar Investment Management first reported a position in BABA in Q3 2025 and held it in 2 quarters. The position peaked at $5.26M in Q3 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Morningstar Investment Management reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
Morningstar Investment Management sold 18,350 Alibaba shares in Q1 2026, an estimated $2.69M.
Morningstar Investment Management first reported a position in Alibaba in Q3 2025 and held it in 2 quarters.
Morningstar Investment Management's Alibaba position peaked at $5.26M in Q3 2025.
1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.