Physician Wealth Advisors’s Alibaba BABA Stock Holding History

Physician 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	$39.1K	Buy	312 +8	+3%	+$1.2K	0.01%	449
2025 Q4	$44.5K	Sell	304 -12	-4%	-$1.95K	0.01%	416
2025 Q3	$56.4K	Sell	316 -90	-22%	-$11.8K	0.01%	355
2025 Q2	$46K	Buy	406 +22	+6%	+$2.6K	0.01%	364
2025 Q1	$50.7K	Buy	384 +27	+8%	+$3.11K	0.01%	336
2024 Q4	$30.2K	Buy	+357	New	+$33.7K	0.01%	427
2021 Q1	–	Sell	-818	Closed	-$216K	–	144
2020 Q4	$216K	Sell	818 -100	-11%	-$27.8K	0.07%	132
2020 Q3	$285K	Buy	918 +50	+6%	+$13.2K	0.11%	104
2020 Q2	$215K	Buy	+868	New	+$181K	0.09%	125

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