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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
Q2 		– Sell
-3,077
Closed -$386K – 200
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

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

Whalen Wealth Management's BABA Position: Q2 2026 in Review

Whalen Wealth Management sold out of Alibaba (BABA) in Q2 2026, closing a stake of 3,077 shares — an estimated $386K sold.

Whalen Wealth Management first reported a position in BABA in Q4 2023 and held it in 3 quarters. The position peaked at $451K in Q2 2024. 1,231 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Whalen Wealth Management reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,077 Alibaba shares in Q2 2026, an estimated $386K.
  • Whalen Wealth Management first reported a position in Alibaba in Q4 2023 and held it in 3 quarters.
  • Whalen Wealth Management's Alibaba position peaked at $451K in Q2 2024.
  • 1,231 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.