Sowell Financial Services’s Alibaba BABA Stock Holding History

Sowell Financial Services’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	$865K	Sell	6,892 -52	-0.7%	-$7.82K	0.03%	472
2025 Q4	$1.02M	Buy	6,944 +1,109	+19%	+$181K	0.04%	428
2025 Q3	$1.04M	Buy	5,835 +42	+0.7%	+$5.5K	0.04%	409
2025 Q2	$657K	Sell	5,793 -1,035	-15%	-$123K	0.03%	541
2025 Q1	$903K	Buy	+6,828	New	+$787K	0.04%	417
2023 Q2	–	Sell	-5,144	Closed	-$526K	–	577
2023 Q1	$526K	Buy	+5,144	New	+$515K	0.04%	418
2021 Q2	–	Sell	-7,417	Closed	-$1.68M	–	718
2021 Q1	$1.68M	Sell	7,417 -1,243	-14%	-$305K	0.06%	278
2020 Q4	$2.02M	Sell	8,660 -9,891	-53%	-$2.75M	0.09%	205
2020 Q3	$5.45M	Buy	18,551 +5,019	+37%	+$1.32M	0.27%	83
2020 Q2	$2.92M	Buy	13,532 +8,698	+180%	+$1.81M	0.16%	125
2020 Q1	$940K	Buy	4,834 +775	+19%	+$162K	0.07%	259
2019 Q4	$861K	Sell	4,059 -481	-11%	-$90.3K	0.07%	303
2019 Q3	$759K	Buy	+4,540	New	+$780K	0.06%	305
2019 Q1	$883K	Buy	4,838 +1,070	+28%	+$180K	0.1%	220
2018 Q4	$516K	Buy	3,768 +1,067	+40%	+$158K	0.07%	266
2018 Q3	$445K	Buy	+2,701	New	+$478K	0.06%	209

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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