Virtus Family Office’s Alibaba BABA Stock Holding History

Virtus Family Office’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	$427K	Sell	3,403 -24,678	-88%	-$3.71M	0.36%	57
2025 Q4	$4.12M	Sell	28,081 -368	-1%	-$59.9K	3.55%	10
2025 Q3	$5.08M	Sell	28,449 -7,001	-20%	-$917K	4.76%	5
2025 Q2	$4.09M	Sell	35,450 -15,798	-31%	-$1.87M	5.24%	3
2025 Q1	$6.78M	Sell	51,248 -1,282	-2%	-$148K	8.7%	1
2024 Q4	$4.45M	Buy	52,530 +5,046	+11%	+$477K	5.58%	3
2024 Q3	$5.04M	Sell	47,484 -21	-0%	-$1.72K	6.65%	1
2024 Q2	$3.5M	Buy	47,505 +7,365	+18%	+$565K	4.76%	3
2024 Q1	$2.9M	Buy	40,140 +1,115	+3%	+$81.7K	4.64%	5
2023 Q4	$3.06M	Buy	39,025 +34,505	+763%	+$2.75M	5.13%	5
2023 Q3	$392K	Buy	4,520 +30	+0.7%	+$2.75K	0.71%	30
2023 Q2	$374K	Buy	+4,490	New	+$393K	0.69%	30

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtus Family Office's BABA Position: Q1 2026 in Review

Virtus Family Office reduced its Alibaba (BABA) stake by 88% in Q1 2026, selling an estimated $3.71M and leaving 3,403 shares worth $427K. The position accounts for 0.36% of the portfolio, ranked #57.

Virtus Family Office first reported a position in BABA in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.78M in Q1 2025. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Virtus Family Office held 3,403 shares of Alibaba worth $427K as of Q1 2026.
Virtus Family Office sold 24,678 Alibaba shares in Q1 2026, an estimated $3.71M.
Alibaba made up 0.36% of Virtus Family Office's portfolio in Q1 2026, its #57 holding.
Virtus Family Office first reported a position in Alibaba in Q2 2023 and has held it in 12 quarters since.
Virtus Family Office's Alibaba position peaked at $6.78M in Q1 2025.
1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.