Shelton Wealth Management’s Alibaba BABA Stock Holding History

Shelton Wealth Management’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
2025 Q4	–	Sell	-1,200	Closed	-$214K	–	170
2025 Q3	$214K	Buy	+1,200	New	+$157K	0.1%	125

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shelton Wealth Management's BABA Position: Q4 2025 in Review

Shelton Wealth Management sold out of Alibaba (BABA) in Q4 2025, closing a stake of 105 shares — an estimated $18.8K sold.

Shelton Wealth Management first reported a position in BABA in Q3 2025 and held it in 1 quarter. The position peaked at $18.8K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Shelton Wealth Management reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Shelton Wealth Management sold 105 Alibaba shares in Q4 2025, an estimated $18.8K.
Shelton Wealth Management first reported a position in Alibaba in Q3 2025 and held it in 1 quarter.
Shelton Wealth Management's Alibaba position peaked at $18.8K in Q3 2025.
1,435 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.