Summit Securities Group’s Alibaba BABA Stock Holding History

Summit Securities Group’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	-2,270	Closed	-$370K	–	1023
2025 Q3	$406K	Sell	2,270 -1,008	-31%	-$132K	0.08%	181
2025 Q2	$372K	Buy	3,278 +3,078	+1,539%	+$364K	0.07%	163
2025 Q1	$26.4K	Hold	200	–	–	﹤0.01%	425
2024 Q4	$17K	Hold	200	–	–	﹤0.01%	398
2024 Q3	$21K	Buy	+200	New	+$16.4K	0.01%	326
2023 Q1	–	Sell	-3,409	Closed	-$300K	–	816
2022 Q4	$300K	Buy	+3,409	New	+$269K	0.01%	390
2021 Q3	–	Sell	-1,050	Closed	-$191K	–	690
2021 Q2	$238K	Sell	1,050 -5,950	-85%	-$1.32M	0.02%	609
2021 Q1	$1.59M	Buy	+7,000	New	+$1.72M	0.17%	132
2020 Q1	–	Sell	-5,675	Closed	-$1.18M	–	300
2019 Q4	$1.2M	Buy	+5,675	New	+$1.06M	0.09%	191
2017 Q2	–	Sell	-1,910	Closed	-$206K	–	244
2017 Q1	$206K	Sell	1,910 -5,907	-76%	-$601K	0.06%	278
2016 Q4	$686K	Buy	+7,817	New	+$753K	0.15%	126
2016 Q1	–	Sell	-10,000	Closed	-$813K	–	150
2015 Q4	$813K	Buy	+10,000	New	+$785K	0.26%	63
2014 Q4	–	Sell	-4,514	Closed	-$401K	–	611
2014 Q3	$401K	Buy	+4,514	New	+$405K	0.12%	132

Other funds holding BABA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's BABA Position: Q4 2025 in Review

Summit Securities Group sold out of Alibaba (BABA) in Q4 2025, closing a stake of 2,270 shares — an estimated $370K sold.

Summit Securities Group first reported a position in BABA in Q3 2014 and held it in 13 quarters. The position peaked at $1.59M in Q1 2021. 1,436 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

Summit Securities Group reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 2,270 Alibaba shares in Q4 2025, an estimated $370K.
Summit Securities Group first reported a position in Alibaba in Q3 2014 and held it in 13 quarters.
Summit Securities Group's Alibaba position peaked at $1.59M in Q1 2021.
1,436 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.