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 Q2	–	Sell	-1,900	Closed	-$238K	–	144
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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wharton Business Group's BABA Position: Q2 2026 in Review

Wharton Business Group sold out of Alibaba (BABA) in Q2 2026, closing a stake of 1,900 shares — an estimated $238K sold.

Wharton Business Group first reported a position in BABA in Q4 2019 and held it in 20 quarters. The position peaked at $1.27M in Q3 2020. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

Wharton Business Group reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
Wharton Business Group sold 1,900 Alibaba shares in Q2 2026, an estimated $238K.
Wharton Business Group first reported a position in Alibaba in Q4 2019 and held it in 20 quarters.
Wharton Business Group's Alibaba position peaked at $1.27M in Q3 2020.
1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.