Peak Financial Management’s Alibaba BABA Stock Holding History

Peak Financial Management’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
2025 Q4	–	Sell	-1,280	Closed	-$229K	–	99
2025 Q3	$229K	Buy	+1,280	New	+$168K	0.06%	89
2018 Q4	–	Sell	-1,318	Closed	-$217K	–	54
2018 Q3	$217K	Sell	1,318 -1,327	-50%	-$235K	0.1%	51
2018 Q2	$491K	Buy	+2,645	New	+$504K	0.23%	33

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Management's BABA Position: Q4 2025 in Review

Peak Financial Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 1,280 shares — an estimated $229K sold.

Peak Financial Management first reported a position in BABA in Q2 2018 and held it in 3 quarters. The position peaked at $491K in Q2 2018. 1,434 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Peak Financial Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Peak Financial Management sold 1,280 Alibaba shares in Q4 2025, an estimated $229K.
Peak Financial Management first reported a position in Alibaba in Q2 2018 and held it in 3 quarters.
Peak Financial Management's Alibaba position peaked at $491K in Q2 2018.
1,434 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Peak Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.