PlanVest Financial’s Alibaba BABA Stock Holding History

PlanVest Financial’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	$960	Hold	10	–	–	﹤0.01%	543
2026 Q1	$1.25K	Buy	+10	New	+$1.5K	﹤0.01%	507

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PlanVest Financial's BABA Position: Q2 2026 in Review

PlanVest Financial held its Alibaba (BABA) position steady in Q2 2026 at 10 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #543.

PlanVest Financial first reported a position in BABA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

PlanVest Financial held 10 shares of Alibaba worth $960 as of Q2 2026.
PlanVest Financial left its Alibaba share count unchanged in Q2 2026.
Alibaba made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #543 holding.
PlanVest Financial first reported a position in Alibaba in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Alibaba position peaked at $1.25K in Q1 2026.
1,152 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.