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Whalen Wealth Management’s Alibaba BABA Stock Holding History

Whalen Wealth Management’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 		$386K Buy
+3,077
New +$463K 0.21% 124
2024
Q3 		– Sell
-6,266
Closed -$451K – 119
2024
Q2 		$451K Buy
+6,266
New +$480K 0.36% 61
2024
Q1 		– Sell
-4,474
Closed -$347K – 122
2023
Q4 		$347K Buy
+4,474
New +$356K 0.31% 83

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whalen Wealth Management's BABA Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Alibaba (BABA) in Q1 2026: 3,077 shares worth $386K. The stake represents 0.21% of the portfolio and ranks #124 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in BABA as recently as Q2 2024.

Whalen Wealth Management first reported a position in BABA in Q4 2023 and has held it in 3 quarters since. The position peaked at $451K in Q2 2024. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Whalen Wealth Management held 3,077 shares of Alibaba worth $386K as of Q1 2026.
  • Alibaba was a new Whalen Wealth Management position in Q1 2026.
  • Alibaba made up 0.21% of Whalen Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Whalen Wealth Management first reported a position in Alibaba in Q4 2023 and has held it in 3 quarters since.
  • Whalen Wealth Management's Alibaba position peaked at $451K in Q2 2024.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.