Root Financial Partners’s Alibaba BABA Stock Holding History

Root Financial Partners’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	$215K	Sell	2,235 -353	-14%	-$44.2K	0.01%	380
2026 Q1	$325K	Sell	2,588 -75	-3%	-$11.3K	0.02%	237
2025 Q4	$390K	Buy	2,663 +219	+9%	+$35.7K	0.02%	195
2025 Q3	$437K	Sell	2,444 -10,508	-81%	-$1.38M	0.03%	164
2025 Q2	$1.47M	Buy	12,952 +49	+0.4%	+$5.8K	0.14%	55
2025 Q1	$1.71M	Sell	12,903 -1,187	-8%	-$137K	0.18%	40
2024 Q4	$1.19M	Buy	14,090 +1,768	+14%	+$167K	0.15%	53
2024 Q3	$1.31M	Buy	+12,322	New	+$1.01M	0.21%	42

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

Root Financial Partners's BABA Position: Q2 2026 in Review

Root Financial Partners reduced its Alibaba (BABA) stake by 14% in Q2 2026, selling an estimated $44.2K and leaving 2,235 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #380.

Root Financial Partners first reported a position in BABA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Root Financial Partners held 2,235 shares of Alibaba worth $215K as of Q2 2026.
Root Financial Partners sold 353 Alibaba shares in Q2 2026, an estimated $44.2K.
Alibaba made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #380 holding.
Root Financial Partners first reported a position in Alibaba in Q3 2024 and has held it in 8 quarters since.
Root Financial Partners's Alibaba position peaked at $1.71M in Q1 2025.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.