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Summit Financial’s Alibaba BABA Stock Holding History

Summit Financial’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 		$493K Sell
5,081
-9,422
-65% -$1.18M 0.01% 1100
2026
Q1 		$1.82M Sell
14,503
-1,607
-10% -$242K 0.02% 604
2025
Q4 		$2.36M Sell
16,110
-19
-0.1% -$3.09K 0.03% 449
2025
Q3 		$2.88M Buy
16,129
+11,518
+250% +$1.51M 0.04% 385
2025
Q2 		$532K Sell
4,611
-1,331
-22% -$158K 0.01% 563
2025
Q1 		$786K Sell
5,942
-333
-5% -$38.4K 0.02% 418
2024
Q4 		$532K Buy
6,275
+413
+7% +$39K 0.02% 441
2024
Q3 		$622K Buy
5,862
+1,550
+36% +$127K 0.02% 339
2024
Q2 		$316K Buy
+4,312
New +$331K 0.01% 408
2024
Q1 		– Sell
-2,589
Closed -$203K – 388
2023
Q4 		$203K Buy
+2,589
New +$206K 0.01% 343
2023
Q2 		– Sell
-2,191
Closed -$224K – 323
2023
Q1 		$224K Sell
2,191
-215
-9% -$21.5K 0.02% 233
2022
Q4 		$212K Sell
2,406
-601
-20% -$47.4K 0.02% 234
2022
Q3 		$241K Buy
3,007
+493
+20% +$47K 0.02% 223
2022
Q2 		$286K Buy
2,514
+94
+4% +$9.22K 0.03% 204
2022
Q1 		$263K Buy
2,420
+309
+15% +$35.6K 0.02% 223
2021
Q4 		$251K Buy
+2,111
New +$307K 0.02% 222

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

Summit Financial's BABA Position: Q2 2026 in Review

Summit Financial reduced its Alibaba (BABA) stake by 65% in Q2 2026, selling an estimated $1.18M and leaving 5,081 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1100.

Summit Financial first reported a position in BABA in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.88M in Q3 2025. 1,226 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Summit Financial held 5,081 shares of Alibaba worth $493K as of Q2 2026.
  • Summit Financial sold 9,422 Alibaba shares in Q2 2026, an estimated $1.18M.
  • Alibaba made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1100 holding.
  • Summit Financial first reported a position in Alibaba in Q4 2021 and has held it in 16 quarters since.
  • Summit Financial's Alibaba position peaked at $2.88M in Q3 2025.
  • 1,226 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.