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 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B 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 $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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