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Summit Place Financial Advisors’s Alibaba BABA Stock Holding History

Summit Place Financial Advisors’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 		$1.8M Buy
18,708
+3,485
+23% +$437K 0.79% 50
2026
Q1 		$1.91M Buy
15,223
+12,653
+492% +$1.9M 0.92% 41
2025
Q4 		$377K Hold
2,570
– – 0.18% 80
2025
Q3 		$459K Sell
2,570
-200
-7% -$26.2K 0.22% 75
2025
Q2 		$314K Sell
2,770
-600
-18% -$71K 0.16% 77
2025
Q1 		$446K Buy
3,370
+200
+6% +$23.1K 0.25% 69
2024
Q4 		$269K Sell
3,170
-1,355
-30% -$128K 0.15% 81
2024
Q3 		$480K Sell
4,525
-3,650
-45% -$299K 0.27% 67
2024
Q2 		$589K Sell
8,175
-925
-10% -$70.9K 0.35% 63
2024
Q1 		$658K Sell
9,100
-12,060
-57% -$884K 0.39% 65
2023
Q4 		$1.64M Sell
21,160
-3,640
-15% -$290K 1.07% 41
2023
Q3 		$2.15M Sell
24,800
-3,275
-12% -$300K 1.53% 31
2023
Q2 		$2.34M Sell
28,075
-1,395
-5% -$122K 1.52% 35
2023
Q1 		$3.01M Sell
29,470
-905
-3% -$90.7K 2.14% 8
2022
Q4 		$2.68M Buy
30,375
+11,180
+58% +$882K 2.2% 9
2022
Q3 		$1.53M Buy
19,195
+3,200
+20% +$305K 1.43% 32
2022
Q2 		$1.82M Buy
15,995
+2,140
+15% +$210K 1.53% 19
2022
Q1 		$1.51M Buy
13,855
+3,710
+37% +$427K 1.01% 46
2021
Q4 		$1.21M Sell
10,145
-675
-6% -$98.3K 0.83% 46
2021
Q3 		$1.6M Buy
10,820
+1,300
+14% +$237K 1.17% 37
2021
Q2 		$2.16M Buy
9,520
+1,580
+20% +$351K 1.59% 24
2021
Q1 		$1.8M Buy
7,940
+500
+7% +$123K 1.45% 29
2020
Q4 		$1.73M Buy
7,440
+850
+13% +$236K 1.5% 34
2020
Q3 		$1.94M Buy
+6,590
New +$1.74M 1.94% 13

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 Place Financial Advisors's BABA Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Alibaba (BABA) stake by 23% in Q2 2026, buying an estimated $437K and bringing the position to 18,708 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #50.

Summit Place Financial Advisors first reported a position in BABA in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.01M in Q1 2023. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Summit Place Financial Advisors held 18,708 shares of Alibaba worth $1.8M as of Q2 2026.
  • Summit Place Financial Advisors bought 3,485 Alibaba shares in Q2 2026, an estimated $437K.
  • Alibaba made up 0.79% of Summit Place Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Summit Place Financial Advisors first reported a position in Alibaba in Q3 2020 and has held it in 24 quarters since.
  • Summit Place Financial Advisors's Alibaba position peaked at $3.01M in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.