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 Q3	$242K	Buy	2,253 +18	+0.8%	+$2.08K	0.01%	376
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 $161B AUM 86.05% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's BABA Position: Q3 2026 in Review

Root Financial Partners increased its Alibaba (BABA) stake by 0.81% in Q3 2026, buying an estimated $2.08K and bringing the position to 2,253 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #376.

Root Financial Partners first reported a position in BABA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

Root Financial Partners held 2,253 shares of Alibaba worth $242K as of Q3 2026.
Root Financial Partners bought 18 Alibaba shares in Q3 2026, an estimated $2.08K.
Alibaba made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #376 holding.
Root Financial Partners first reported a position in Alibaba in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Alibaba position peaked at $1.71M in Q1 2025.
1,014 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.