Stephens Consulting’s Alibaba BABA Stock Holding History

Stephens Consulting’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	$2.2K	Hold	15	–	–	﹤0.01%	346
2025 Q3	$2.68K	Sell	15 -13	-46%	-$1.7K	﹤0.01%	311
2025 Q2	$3.18K	Hold	28	–	–	﹤0.01%	439
2025 Q1	$3.7K	Sell	28 -1,103	-98%	-$127K	﹤0.01%	399
2024 Q4	$95.9K	Sell	1,131 -3,000	-73%	-$283K	0.02%	146
2024 Q3	$438K	Sell	4,131 -19	-0.5%	-$1.55K	0.11%	62
2024 Q2	$299K	Buy	4,150 +91	+2%	+$6.98K	0.09%	74
2024 Q1	$294K	Hold	4,059	–	–	0.09%	69
2023 Q4	$315K	Buy	4,059 +1,801	+80%	+$143K	0.11%	63
2023 Q3	$196K	Buy	2,258 +99	+5%	+$9.06K	0.08%	77
2023 Q2	$180K	Sell	2,159 -50	-2%	-$4.38K	0.07%	78
2023 Q1	$226K	Buy	2,209 +44	+2%	+$4.41K	0.14%	74
2022 Q4	$191K	Sell	2,165 -375	-15%	-$29.6K	0.13%	74
2022 Q3	$203K	Hold	2,540	–	–	0.18%	70
2022 Q2	$289K	Sell	2,540 -300	-11%	-$29.4K	0.24%	54
2022 Q1	$309K	Sell	2,840 -1,500	-35%	-$173K	0.25%	57
2021 Q4	$516K	Buy	+4,340	New	+$632K	0.44%	38

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

Fidelity Investments

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 $168B AUM 27.2% 1-Year Est. Return

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

Capital World Investors

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

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