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SOA Wealth Advisors’s Alibaba BABA Stock Holding History

SOA Wealth Advisors’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 		$83.2K Buy
68,394
+14,495
+27% +$1.82M 0.01% 307
2026
Q1 		$73.3K Sell
53,899
-350
-0.6% -$52.6K 0.01% 307
2025
Q4 		$128K Hold
54,249
– – 0.02% 256
2025
Q3 		$144K Sell
54,249
-175
-0.3% -$22.9K 0.02% 250
2025
Q2 		$131K Buy
54,424
+53,605
+6,545% +$6.35M 0.02% 250
2025
Q1 		$108K Sell
819
-62
-7% -$7.15K 0.02% 252
2024
Q4 		$74.7K Sell
881
-812
-48% -$76.7K 0.01% 283
2024
Q3 		$180K Hold
1,693
– – 0.03% 193
2024
Q2 		$122K Sell
1,693
-110
-6% -$8.43K 0.02% 226
2024
Q1 		$130K Sell
1,803
-213
-11% -$15.6K 0.03% 221
2023
Q4 		$156K Hold
2,016
– – 0.03% 197
2023
Q3 		$175K Hold
2,016
– – 0.04% 178
2023
Q2 		$168K Buy
2,016
+297
+17% +$26K 0.04% 180
2023
Q1 		$176K Buy
1,719
+1,034
+151% +$104K 0.04% 164
2022
Q4 		$60.3K Hold
685
– – 0.02% 262
2022
Q3 		$54K Hold
685
– – 0.02% 253
2022
Q2 		$77K Sell
685
-672
-50% -$65.9K 0.02% 225
2022
Q1 		$147K Sell
1,357
-1,351
-50% -$156K 0.04% 195
2021
Q4 		$333K Sell
2,708
-354
-12% -$51.6K 0.08% 123
2021
Q3 		$453K Sell
3,062
-322
-10% -$58.6K 0.12% 107
2021
Q2 		$767K Sell
3,384
-668
-16% -$148K 0.2% 74
2021
Q1 		$918K Sell
4,052
-33
-0.8% -$8.11K 0.26% 68
2020
Q4 		$1.09M Buy
+4,085
New +$1.13M 0.3% 60

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

SOA Wealth Advisors's BABA Position: Q2 2026 in Review

SOA Wealth Advisors increased its Alibaba (BABA) stake by 27% in Q2 2026, buying an estimated $1.82M and bringing the position to 68,394 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #307.

SOA Wealth Advisors first reported a position in BABA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2020. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • SOA Wealth Advisors held 68,394 shares of Alibaba worth $83.2K as of Q2 2026.
  • SOA Wealth Advisors bought 14,495 Alibaba shares in Q2 2026, an estimated $1.82M.
  • Alibaba made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • SOA Wealth Advisors first reported a position in Alibaba in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Alibaba position peaked at $1.09M in Q4 2020.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.