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Strategic Wealth Partners’s Alibaba BABA Stock Holding History

Strategic Wealth Partners’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 		$14.1K Hold
112
– – ﹤0.01% 802
2025
Q4 		$16.4K Buy
112
+69
+160% +$11.2K ﹤0.01% 749
2025
Q3 		$7.68K Buy
43
+3
+8% +$393 ﹤0.01% 953
2025
Q2 		$4.54K Buy
+40
New +$4.74K ﹤0.01% 912
2021
Q4 		– Sell
-1,699
Closed -$252K – 284
2021
Q3 		$252K Buy
1,699
+259
+18% +$47.1K 0.07% 214
2021
Q2 		$327K Sell
1,440
-46
-3% -$10.2K 0.11% 191
2021
Q1 		$337K Sell
1,486
-2,189
-60% -$538K 0.13% 160
2020
Q4 		$855K Buy
3,675
+873
+31% +$242K 0.36% 72
2020
Q3 		$824K Buy
2,802
+399
+17% +$105K 0.42% 66
2020
Q2 		$518K Buy
2,403
+837
+53% +$174K 0.27% 91
2020
Q1 		$332K Hold
1,566
– – 0.17% 105
2019
Q4 		$332K Sell
1,566
-1,033
-40% -$194K 0.17% 105
2019
Q3 		$223K Buy
2,599
+595
+30% +$102K 1.15% 19
2019
Q2 		$339K Buy
2,004
+461
+30% +$79.6K 0.16% 106
2019
Q1 		$281K Buy
1,543
+994
+181% +$167K 0.13% 123
2018
Q4 		$83K Buy
549
+472
+613% +$69.8K 0.04% 192
2018
Q3 		$13K Buy
+77
New +$13.6K 0.01% 416
2018
Q2 		– Sell
-42
Closed -$8K – 751
2018
Q1 		$8K Buy
+42
New +$7.91K ﹤0.01% 587

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Strategic Wealth Partners's BABA Position: Q1 2026 in Review

Strategic Wealth Partners held its Alibaba (BABA) position steady in Q1 2026 at 112 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Strategic Wealth Partners first reported a position in BABA in Q1 2018 and has held it in 18 quarters since. The position peaked at $855K in Q4 2020. 1,342 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Strategic Wealth Partners held 112 shares of Alibaba worth $14.1K as of Q1 2026.
  • Strategic Wealth Partners left its Alibaba share count unchanged in Q1 2026.
  • Alibaba made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #802 holding.
  • Strategic Wealth Partners first reported a position in Alibaba in Q1 2018 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Alibaba position peaked at $855K in Q4 2020.
  • 1,342 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.