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Private Wealth Management Group’s Alibaba BABA Stock Holding History

Private Wealth Management Group’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
Q3 		$2.69K Sell
25
-150
-86% -$17.3K ﹤0.01% 1087
2026
Q2 		$16.8K Buy
175
+125
+250% +$15.7K ﹤0.01% 429
2026
Q1 		$6.27K Hold
50
– – ﹤0.01% 686
2025
Q4 		$7.33K Hold
50
– – ﹤0.01% 619
2025
Q3 		$8.94K Hold
50
– – ﹤0.01% 550
2025
Q2 		$5.67K Hold
50
– – ﹤0.01% 701
2025
Q1 		$6.61K Hold
50
– – ﹤0.01% 615
2024
Q4 		$4.24K Hold
50
– – ﹤0.01% 812
2024
Q3 		$5.31K Hold
50
– – ﹤0.01% 710
2024
Q2 		$3.6K Hold
50
– – ﹤0.01% 845
2024
Q1 		$3.62K Sell
50
-60
-55% -$4.4K ﹤0.01% 740
2023
Q4 		$8.53K Buy
+110
New +$8.76K ﹤0.01% 445

Other funds holding BABA

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Wealth Management Group's BABA Position: Q3 2026 in Review

Private Wealth Management Group reduced its Alibaba (BABA) stake by 86% in Q3 2026, selling an estimated $17.3K and leaving 25 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Private Wealth Management Group first reported a position in BABA in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.8K in Q2 2026. 216 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Private Wealth Management Group held 25 shares of Alibaba worth $2.69K as of Q3 2026.
  • Private Wealth Management Group sold 150 Alibaba shares in Q3 2026, an estimated $17.3K.
  • Alibaba made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1087 holding.
  • Private Wealth Management Group first reported a position in Alibaba in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Alibaba position peaked at $16.8K in Q2 2026.
  • 216 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.