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Smallwood Wealth Investment Management’s Alibaba BABA Stock Holding History

Smallwood Wealth Investment 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
Q2 		$13.2K Hold
138
– – 0.01% 310
2026
Q1 		$17.3K Hold
138
– – 0.01% 275
2025
Q4 		$20.2K Hold
138
– – 0.01% 257
2025
Q3 		$24.7K Hold
138
– – 0.01% 243
2025
Q2 		$15.7K Hold
138
– – 0.01% 274
2025
Q1 		$18.2K Buy
+138
New +$15.9K 0.01% 262

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Smallwood Wealth Investment Management's BABA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Alibaba (BABA) position steady in Q2 2026 at 138 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #310.

Smallwood Wealth Investment Management first reported a position in BABA in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.7K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Smallwood Wealth Investment Management held 138 shares of Alibaba worth $13.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Alibaba share count unchanged in Q2 2026.
  • Alibaba made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #310 holding.
  • Smallwood Wealth Investment Management first reported a position in Alibaba in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Alibaba position peaked at $24.7K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.