NWF Advisory Services
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NWF Advisory Services’s Alibaba BABA Stock Holding History

NWF Advisory Services’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
Q3 		$13.6M Buy
126,413
+2,105
+2% +$243K 1.27% 20
2026
Q2 		$11.9M Buy
124,308
+13,095
+12% +$1.64M 1.12% 22
2026
Q1 		$14M Buy
111,213
+135
+0.1% +$20.3K 1.58% 16
2025
Q4 		$16.3M Sell
111,078
-2,139
-2% -$348K 1.8% 12
2025
Q3 		$20.2M Buy
113,217
+1,135
+1% +$149K 2.22% 6
2025
Q2 		$12.7M Buy
112,082
+2,223
+2% +$263K 1.52% 17
2025
Q1 		$14.5M Sell
109,859
-13,100
-11% -$1.51M 2.04% 7
2024
Q4 		$10.4M Buy
122,959
+22,706
+23% +$2.14M 1.53% 19
2024
Q3 		$10.6M Buy
100,253
+7,395
+8% +$605K 1.55% 15
2024
Q2 		$6.69M Buy
92,858
+8,986
+11% +$689K 1.06% 26
2024
Q1 		$6.07M Buy
83,872
+21,861
+35% +$1.6M 1.01% 28
2023
Q4 		$4.81M Buy
62,011
+5,614
+10% +$447K 0.96% 24
2023
Q3 		$4.89M Buy
56,397
+2,125
+4% +$195K 1.15% 21
2023
Q2 		$4.52M Hold
54,272
– – 1.05% 22
2023
Q1 		$4.52M Buy
+54,272
New +$5.44M 1.05% 22

Other funds holding BABA

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return
OC
OceanIQ Capital Palo Alto, California $190M AUM
BZWA
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
HCM
Helios Capital Management Singapore $91.9M AUM 0.59% 1-Year Est. Return

NWF Advisory Services's BABA Position: Q3 2026 in Review

NWF Advisory Services increased its Alibaba (BABA) stake by 1.7% in Q3 2026, buying an estimated $243K and bringing the position to 126,413 shares worth $13.6M. The position accounts for 1.27% of the portfolio, ranked #20.

NWF Advisory Services first reported a position in BABA in Q1 2023 and has held it in 15 quarters since. The position peaked at $20.2M in Q3 2025. 169 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • NWF Advisory Services held 126,413 shares of Alibaba worth $13.6M as of Q3 2026.
  • NWF Advisory Services bought 2,105 Alibaba shares in Q3 2026, an estimated $243K.
  • Alibaba made up 1.27% of NWF Advisory Services's portfolio in Q3 2026, its #20 holding.
  • NWF Advisory Services first reported a position in Alibaba in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Alibaba position peaked at $20.2M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.