Octavia Wealth Advisors’s Alibaba BABA Stock Holding History

Octavia 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	–	Sell	-2,098	Closed	-$263K	–	233
2026 Q1	$263K	Buy	2,098 +246	+13%	+$37K	0.03%	201
2025 Q4	$271K	Buy	1,852 +41	+2%	+$6.68K	0.03%	199
2025 Q3	$324K	Sell	1,811 -246	-12%	-$32.2K	0.03%	184
2025 Q2	$235K	Sell	2,057 -47	-2%	-$5.57K	0.03%	200
2025 Q1	$278K	Buy	+2,104	New	+$243K	0.03%	173
2024 Q4	–	Sell	-2,202	Closed	-$234K	–	222
2024 Q3	$234K	Buy	+2,202	New	+$180K	0.03%	198
2022 Q3	–	Sell	-2,368	Closed	-$270K	–	176
2022 Q2	$270K	Sell	2,368 -117	-5%	-$11.5K	0.07%	134
2022 Q1	$270K	Sell	2,485 -185	-7%	-$21.3K	0.06%	152
2021 Q4	$317K	Sell	2,670 -1,904	-42%	-$277K	0.07%	143
2021 Q3	$679K	Sell	4,574 -1,251	-21%	-$228K	0.17%	75
2021 Q2	$1.32M	Buy	5,825 +220	+4%	+$48.9K	0.35%	56
2021 Q1	$1.27M	Sell	5,605 -3,722	-40%	-$914K	0.38%	56
2020 Q4	$2.17M	Buy	+9,327	New	+$2.59M	0.7%	30

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Octavia Wealth Advisors sold out of Alibaba (BABA) in Q2 2026, closing a stake of 2,098 shares — an estimated $263K sold.

Octavia Wealth Advisors first reported a position in BABA in Q4 2020 and held it in 13 quarters. The position peaked at $2.17M in Q4 2020. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Octavia Wealth Advisors reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
Octavia Wealth Advisors sold 2,098 Alibaba shares in Q2 2026, an estimated $263K.
Octavia Wealth Advisors first reported a position in Alibaba in Q4 2020 and held it in 13 quarters.
Octavia Wealth Advisors's Alibaba position peaked at $2.17M in Q4 2020.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

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