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Navis Wealth Advisors’s Alibaba BABA Stock Holding History

Navis Wealth 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
Q2 		$230K Sell
2,400
-7
-0.3% -$877 0.09% 158
2026
Q1 		$302K Buy
2,407
+7
+0.3% +$1.05K 0.15% 132
2025
Q4 		$352K Sell
2,400
-200
-8% -$32.6K 0.15% 127
2025
Q3 		$465K Hold
2,600
– – 0.35% 63
2025
Q2 		$295K Buy
+2,600
New +$308K 0.25% 85
2021
Q1 		– Sell
-400
Closed -$93K – 120
2020
Q4 		$93K Buy
+400
New +$111K 0.08% 123

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

Navis Wealth Advisors's BABA Position: Q2 2026 in Review

Navis Wealth Advisors reduced its Alibaba (BABA) stake by 0.29% in Q2 2026, selling an estimated $877 and leaving 2,400 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #158.

Navis Wealth Advisors first reported a position in BABA in Q4 2020 and has held it in 6 quarters since. The position peaked at $465K in Q3 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Navis Wealth Advisors held 2,400 shares of Alibaba worth $230K as of Q2 2026.
  • Navis Wealth Advisors sold 7 Alibaba shares in Q2 2026, an estimated $877.
  • Alibaba made up 0.09% of Navis Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Navis Wealth Advisors first reported a position in Alibaba in Q4 2020 and has held it in 6 quarters since.
  • Navis Wealth Advisors's Alibaba position peaked at $465K in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.