Wharton Business Group’s Alibaba BABA Stock Holding History

Wharton Business Group’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	$238K	Hold	1,900	–	–	0.01%	130
2025 Q4	$279K	Hold	1,900	–	–	0.01%	122
2025 Q3	$340K	Hold	1,900	–	–	0.01%	113
2025 Q2	$215K	Hold	1,900	–	–	0.01%	131
2025 Q1	$251K	Buy	+1,900	New	+$219K	0.01%	124
2024 Q4	–	Sell	-1,900	Closed	-$202K	–	137
2024 Q3	$202K	Buy	+1,900	New	+$155K	0.01%	137
2023 Q2	–	Sell	-4,087	Closed	-$417K	–	134
2023 Q1	$417K	Hold	4,087	–	–	0.03%	100
2022 Q4	$360K	Sell	4,087 -295	-7%	-$23.3K	0.02%	110
2022 Q3	$350K	Hold	4,382	–	–	0.02%	100
2022 Q2	$498K	Buy	4,382 +480	+12%	+$47.1K	0.03%	84
2022 Q1	$425K	Sell	3,902 -573	-13%	-$66K	0.03%	97
2021 Q4	$532K	Hold	4,475	–	–	0.03%	92
2021 Q3	$663K	Hold	4,475	–	–	0.07%	42
2021 Q2	$1.01M	Buy	4,475 +40	+0.9%	+$8.89K	0.08%	58
2021 Q1	$1.01M	Buy	4,435 +105	+2%	+$25.8K	0.08%	60
2020 Q4	$1.01M	Hold	4,330	–	–	0.08%	58
2020 Q3	$1.27M	Hold	4,330	–	–	0.12%	53
2020 Q2	$934K	Buy	4,330 +590	+16%	+$123K	0.09%	56
2020 Q1	$727K	Buy	3,740 +563	+18%	+$118K	0.08%	54
2019 Q4	$674K	Buy	+3,177	New	+$596K	0.06%	60

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B 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 $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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