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Valeo Financial Advisors’s Alibaba BABA Stock Holding History

Valeo 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 		$192K Buy
+2,000
New +$251K ﹤0.01% 771
2025
Q1 		– Sell
-3,100
Closed -$263K – 703
2024
Q4 		$263K Buy
+3,100
New +$293K 0.01% 586
2022
Q2 		– Sell
-7,500
Closed -$814K – 527
2022
Q1 		$814K Buy
7,500
+200
+3% +$23K 0.04% 235
2021
Q4 		$868K Sell
7,300
-10,700
-59% -$1.56M 0.05% 209
2021
Q3 		$2.66M Buy
18,000
+5,700
+46% +$1.04M 0.15% 90
2021
Q2 		$2.79M Buy
12,300
+8,800
+251% +$1.96M 0.17% 86
2021
Q1 		$794K Buy
3,500
+3,300
+1,650% +$811K 0.04% 204
2020
Q4 		$47K Buy
200
+100
+100% +$27.8K ﹤0.01% 800
2020
Q3 		$29K Sell
100
-700
-88% -$184K ﹤0.01% 822
2020
Q2 		$173K Buy
800
+400
+100% +$83.3K 0.02% 351
2020
Q1 		$79K Buy
400
+100
+33% +$20.9K 0.01% 479
2019
Q4 		$64K Hold
300
– – 0.01% 558
2019
Q3 		$50K Buy
+300
New +$51.6K 0.01% 601

Other funds holding BABA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
PFU
Parus Finance (UK) London, United Kingdom $383M AUM 59.32% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Valeo Financial Advisors increased its Alibaba (BABA) stake by 12% in Q2 2026, buying an estimated $67.6K and bringing the position to 5,156 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #454.

Valeo Financial Advisors first reported a position in BABA in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.27M in Q4 2020. 219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Valeo Financial Advisors held 5,156 shares of Alibaba worth $495K as of Q2 2026.
  • Valeo Financial Advisors bought 540 Alibaba shares in Q2 2026, an estimated $67.6K.
  • Alibaba made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #454 holding.
  • Valeo Financial Advisors first reported a position in Alibaba in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Alibaba position peaked at $2.27M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.