SWTS
BABA icon

Stonehaven Wealth & Tax Solutions’s Alibaba BABA Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		– Sell
-2,469
Closed -$441K – 87
2025
Q3 		$441K Sell
2,469
-39
-2% -$5.11K 0.41% 41
2025
Q2 		$284K Sell
2,508
-101
-4% -$12K 0.28% 56
2025
Q1 		$345K Sell
2,609
-461
-15% -$53.2K 0.36% 43
2024
Q4 		$260K Buy
+3,070
New +$290K 0.28% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B 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
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

Stonehaven Wealth & Tax Solutions's BABA Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Alibaba (BABA) in Q4 2025, closing a stake of 2,469 shares — an estimated $441K sold.

Stonehaven Wealth & Tax Solutions first reported a position in BABA in Q4 2024 and held it in 4 quarters. The position peaked at $441K in Q3 2025. 1,432 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 2,469 Alibaba shares in Q4 2025, an estimated $441K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Alibaba in Q4 2024 and held it in 4 quarters.
  • Stonehaven Wealth & Tax Solutions's Alibaba position peaked at $441K in Q3 2025.
  • 1,432 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.