Personal CFO Solutions’s Alibaba BABA Stock Holding History

Personal CFO Solutions’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	$413K	Buy	3,294 +318	+11%	+$47.8K	0.06%	286
2025 Q4	$436K	Buy	2,976 +1,443	+94%	+$235K	0.07%	262
2025 Q3	$274K	Buy	+1,533	New	+$201K	0.05%	368
2025 Q2	–	Sell	-2,416	Closed	-$319K	–	484
2025 Q1	$319K	Buy	2,416 +23	+1%	+$2.65K	0.06%	301
2024 Q4	$203K	Buy	2,393 +18	+0.8%	+$1.7K	0.04%	442
2024 Q3	$252K	Buy	+2,375	New	+$194K	0.04%	471
2021 Q4	–	Sell	-1,495	Closed	-$221K	–	477
2021 Q3	$221K	Sell	1,495 -1,943	-57%	-$353K	0.05%	396
2021 Q2	$780K	Buy	3,438 +369	+12%	+$82K	0.16%	125
2021 Q1	$696K	Buy	3,069 +364	+13%	+$89.4K	0.15%	126
2020 Q4	$630K	Buy	2,705 +243	+10%	+$67.5K	0.16%	121
2020 Q3	$1K	Buy	2,462 +153	+7%	+$40.3K	0.33%	59
2020 Q2	$498K	Buy	2,309 +1,003	+77%	+$209K	0.15%	130
2020 Q1	$254K	Buy	1,306 +82	+7%	+$17.1K	0.09%	194
2019 Q4	$260K	Sell	1,224 -9	-0.7%	-$1.69K	0.07%	249
2019 Q3	$206K	Buy	+1,233	New	+$212K	0.08%	263

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