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NewEdge Wealth’s Alibaba BABA Stock Holding History

NewEdge Wealth’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 		$6.77M Buy
53,957
+8,879
+20% +$1.33M 0.08% 174
2025
Q4 		$6.61M Buy
45,078
+2,495
+6% +$406K 0.07% 182
2025
Q3 		$7.02M Sell
42,583
-11,958
-22% -$1.57M 0.1% 163
2025
Q2 		$6.6M Buy
54,541
+1,856
+4% +$220K 0.1% 160
2025
Q1 		$6.97M Buy
52,685
+3,251
+7% +$375K 0.13% 136
2024
Q4 		$4.19M Sell
49,434
-422
-0.8% -$39.9K 0.07% 219
2024
Q3 		$5.29M Buy
49,856
+5,096
+11% +$417K 0.1% 183
2024
Q2 		$3.22M Sell
44,760
-493
-1% -$37.8K 0.07% 232
2024
Q1 		$3.64M Sell
45,253
-3,804
-8% -$279K 0.08% 210
2023
Q4 		$3.8M Sell
49,057
-118,785
-71% -$9.46M 0.1% 179
2023
Q3 		$14.6M Buy
167,842
+162,081
+2,813% +$14.8M 0.46% 63
2023
Q2 		$480K Buy
5,761
+379
+7% +$33.2K 0.02% 463
2023
Q1 		$550K Buy
5,382
+1,792
+50% +$180K 0.02% 399
2022
Q4 		$316K Buy
3,590
+1,066
+42% +$84.1K 0.01% 443
2022
Q3 		$202K Buy
2,524
+355
+16% +$33.8K 0.01% 494
2022
Q2 		$247K Sell
2,169
-900
-29% -$88.3K 0.01% 496
2022
Q1 		$334K Sell
3,069
-4,628
-60% -$533K 0.01% 351
2021
Q4 		$914K Buy
7,697
+6,162
+401% +$897K 0.04% 240
2021
Q3 		$227K Buy
1,535
+229
+18% +$41.7K 0.01% 275
2021
Q2 		$296K Buy
1,306
+108
+9% +$24K 0.02% 243
2021
Q1 		$272K Buy
1,198
+198
+20% +$48.6K 0.03% 262
2020
Q4 		$233K Buy
+1,000
New +$278K 0.07% 136

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

NewEdge Wealth's BABA Position: Q1 2026 in Review

NewEdge Wealth increased its Alibaba (BABA) stake by 20% in Q1 2026, buying an estimated $1.33M and bringing the position to 53,957 shares worth $6.77M. The position accounts for 0.08% of the portfolio, ranked #174.

NewEdge Wealth first reported a position in BABA in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.6M in Q3 2023. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • NewEdge Wealth held 53,957 shares of Alibaba worth $6.77M as of Q1 2026.
  • NewEdge Wealth bought 8,879 Alibaba shares in Q1 2026, an estimated $1.33M.
  • Alibaba made up 0.08% of NewEdge Wealth's portfolio in Q1 2026, its #174 holding.
  • NewEdge Wealth first reported a position in Alibaba in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Alibaba position peaked at $14.6M in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.