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SHP Wealth Management’s Alibaba BABA Stock Holding History

SHP 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
2026
Q1 		$6.65K Sell
53
-10
-16% -$1.5K ﹤0.01% 1001
2025
Q4 		$9.23K Buy
+63
New +$10.3K ﹤0.01% 852

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's BABA Position: Q1 2026 in Review

SHP Wealth Management reduced its Alibaba (BABA) stake by 16% in Q1 2026, selling an estimated $1.5K and leaving 53 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

SHP Wealth Management first reported a position in BABA in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.23K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • SHP Wealth Management held 53 shares of Alibaba worth $6.65K as of Q1 2026.
  • SHP Wealth Management sold 10 Alibaba shares in Q1 2026, an estimated $1.5K.
  • Alibaba made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1001 holding.
  • SHP Wealth Management first reported a position in Alibaba in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Alibaba position peaked at $9.23K in Q4 2025.
  • 1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.