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Waverly Advisors’s Alibaba BABA Stock Holding History

Waverly 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 		$2.92M Buy
30,447
+396
+1% +$49.6K 0.02% 602
2026
Q1 		$3.77M Buy
30,051
+2,912
+11% +$438K 0.03% 480
2025
Q4 		$3.98M Buy
27,139
+1,016
+4% +$165K 0.03% 420
2025
Q3 		$4.67M Buy
26,123
+678
+3% +$88.8K 0.05% 332
2025
Q2 		$2.89M Buy
25,445
+2,405
+10% +$285K 0.03% 410
2025
Q1 		$3.05M Buy
23,040
+741
+3% +$85.4K 0.04% 391
2024
Q4 		$1.89M Buy
22,299
+14,464
+185% +$1.37M 0.03% 396
2024
Q3 		$831K Buy
+7,835
New +$641K 0.02% 476
2018
Q1 		– Sell
-1,422
Closed -$245K – 195
2017
Q4 		$245K Hold
1,422
– – 0.03% 210
2017
Q3 		$246K Sell
1,422
-200
-12% -$32.4K 0.05% 194
2017
Q2 		$229K Buy
+1,622
New +$200K 0.06% 196
2015
Q4 		– Sell
-72
Closed -$4K – 148
2015
Q3 		$4K Hold
72
– – ﹤0.01% 381
2015
Q2 		$6K Sell
72
-150
-68% -$12.9K ﹤0.01% 301
2015
Q1 		$18K Hold
222
– – 0.01% 201
2014
Q4 		$23K Hold
222
– – 0.01% 199
2014
Q3 		$20K Buy
+222
New +$19.9K 0.01% 330

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

Waverly Advisors's BABA Position: Q2 2026 in Review

Waverly Advisors increased its Alibaba (BABA) stake by 1.3% in Q2 2026, buying an estimated $49.6K and bringing the position to 30,447 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #602.

Waverly Advisors first reported a position in BABA in Q3 2014 and has held it in 16 quarters since. The position peaked at $4.67M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Waverly Advisors held 30,447 shares of Alibaba worth $2.92M as of Q2 2026.
  • Waverly Advisors bought 396 Alibaba shares in Q2 2026, an estimated $49.6K.
  • Alibaba made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #602 holding.
  • Waverly Advisors first reported a position in Alibaba in Q3 2014 and has held it in 16 quarters since.
  • Waverly Advisors's Alibaba position peaked at $4.67M in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.