WP Advisors’s Alibaba BABA Stock Holding History

WP 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	$301K	Sell	2,400 -100	-4%	-$15K	0.08%	97
2025 Q4	$366K	Sell	2,500 -1,400	-36%	-$228K	0.09%	86
2025 Q3	$697K	Hold	3,900	–	–	0.18%	66
2025 Q2	$442K	Hold	3,900	–	–	0.12%	78
2025 Q1	$516K	Sell	3,900 -600	-13%	-$69.2K	0.17%	72
2024 Q4	$382K	Sell	4,500 -800	-15%	-$75.6K	0.13%	76
2024 Q3	$562K	Sell	5,300 -4,050	-43%	-$331K	0.21%	65
2024 Q2	$673K	Sell	9,350 -1,400	-13%	-$107K	0.22%	67
2024 Q1	$778K	Buy	+10,750	New	+$788K	0.26%	61
2021 Q4	–	Sell	-24,398	Closed	-$3.61M	–	109
2021 Q3	$3.61M	Buy	24,398 +1,385	+6%	+$252K	1.48%	13
2021 Q2	$5.22M	Buy	23,013 +524	+2%	+$116K	2.18%	11
2021 Q1	$5.1M	Buy	22,489 +5,554	+33%	+$1.36M	2.2%	11
2020 Q4	$3.94M	Buy	16,935 +9,993	+144%	+$2.77M	1.9%	15
2020 Q3	$2.04M	Buy	6,942 +5,849	+535%	+$1.54M	1.23%	20
2020 Q2	$236K	Buy	+1,093	New	+$228K	0.17%	64
2018 Q4	–	Sell	-46	Closed	-$8K	–	77
2018 Q3	$8K	Sell	46 -390	-89%	-$69K	0.01%	221
2018 Q2	$81K	Buy	+436	New	+$83.1K	0.08%	104

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