Pension & Wealth Management Advisors’s Alibaba BABA Stock Holding History

Pension & Wealth Management 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	$304	Hold	3	–	–	﹤0.01%	528
2026 Q1	$397	Sell	3 -16	-84%	-$2.4K	﹤0.01%	493
2025 Q4	$2.81K	Buy	19 +16	+533%	+$2.61K	﹤0.01%	463
2025 Q3	$566	Sell	3 -70	-96%	-$9.17K	﹤0.01%	513
2025 Q2	$8.29K	Sell	73 -100	-58%	-$11.8K	﹤0.01%	378
2025 Q1	$22.9K	Buy	173 +170	+5,667%	+$19.6K	0.01%	325
2024 Q4	$263	Hold	3	–	–	﹤0.01%	457
2024 Q3	$330	Hold	3	–	–	﹤0.01%	358
2024 Q2	$219	Hold	3	–	–	﹤0.01%	345
2024 Q1	$220	Hold	3	–	–	﹤0.01%	337
2023 Q4	$233	Buy	+3	New	+$239	﹤0.01%	306

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's BABA Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Alibaba (BABA) position steady in Q2 2026 at 3 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Pension & Wealth Management Advisors first reported a position in BABA in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Pension & Wealth Management Advisors held 3 shares of Alibaba worth $304 as of Q2 2026.
Pension & Wealth Management Advisors left its Alibaba share count unchanged in Q2 2026.
Alibaba made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #528 holding.
Pension & Wealth Management Advisors first reported a position in Alibaba in Q4 2023 and has held it in 11 quarters since.
Pension & Wealth Management Advisors's Alibaba position peaked at $22.9K in Q1 2025.
1,152 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.