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 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

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

Waverly Advisors's BABA Position: Q1 2026 in Review

Waverly Advisors increased its Alibaba (BABA) stake by 11% in Q1 2026, buying an estimated $438K and bringing the position to 30,051 shares worth $3.77M. The position accounts for 0.03% of the portfolio, ranked #480.

Waverly Advisors first reported a position in BABA in Q3 2014 and has held it in 15 quarters since. The position peaked at $4.67M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Waverly Advisors held 30,051 shares of Alibaba worth $3.77M as of Q1 2026.
Waverly Advisors bought 2,912 Alibaba shares in Q1 2026, an estimated $438K.
Alibaba made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #480 holding.
Waverly Advisors first reported a position in Alibaba in Q3 2014 and has held it in 15 quarters since.
Waverly Advisors's Alibaba position peaked at $4.67M in Q3 2025.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.