BABA — ALIBABA GROUP HLDG LTD

Ownership history in Bell & Brown Wealth Advisors, LLC  ·  28 quarters on record

AI Ownership Summary

Bell & Brown Wealth Advisors, LLC reported ALIBABA GROUP HLDG LTD (BABA) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.28% in 2025 Q3. The latest visible filing shows BABA at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bell & Brown Wealth Advisors, LLC's position in ALIBABA GROUP HLDG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BABA was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BABA stock page Bell & Brown Wealth Advisors, LLC fund profile Bell & Brown Wealth Advisors, LLC full holdings
How Bell & Brown Wealth Advisors, LLC held BABA — position size vs. price
% of Fund (quarterly)    BABA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,375 -1,629 -4.2% 1.77% $5.5M 2026-02-14 (Est.) $155.73
2025 Q3 REDUCED 39,004 -9 -0.0% 2.28% $7.0M 2025-11-07 $166.34
2025 Q2 ADDED 39,013 +297 +0.8% 1.58% $4.4M 2025-07-29 $119.36
2025 Q1 ADDED 38,716 +582 +1.5% 2.00% $5.1M 2025-05-07 $121.18
2024 Q3 ADDED 38,134 +1,462 +4.0% 1.58% $4.0M 2024-11-14 $89.07
2024 Q2 ADDED 36,672 +999 +2.8% 1.01% $2.6M 2024-08-13 $79.75
2024 Q1 ADDED 35,673 +7,152 +25.1% 1.10% $2.6M 2024-05-13 $81.42
2023 Q4 REDUCED 28,521 -2,868 -9.1% 1.03% $2.2M 2024-02-12 $70.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BABA

As of 2026 Q1 — sorted by position size

Polunin Capital Partners Ltd 3Y 7Y 27.38% DAILY JOURNAL CORP 3Y 7Y 10.17% Highlander Partners, L.P. 3Y 4.28% Verde Servicos Internacionais S.A. 3Y 7Y 4.05% PURSUE WEALTH PARTNERS LLC 3Y 2.44% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 1.55% Strong Tower Advisory Services 3Y 1.46% Henry James International Management Inc. 3Y 7Y 1.31% Blue Zone Wealth Advisors, LLC 3Y 1.29% UDINE WEALTH MANAGEMENT, INC. 3Y 1.01%

FAQ About Bell & Brown Wealth Advisors, LLC and BABA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bell & Brown Wealth Advisors, LLC reported owning BABA?

Bell & Brown Wealth Advisors, LLC reported BABA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BABA position in Bell & Brown Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BABA was 2.28% in 2025 Q3.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2025 Q4, when Bell & Brown Wealth Advisors, LLC reported 37,375 shares, equal to 1.77% of portfolio, with an estimated market value of $5.5M.

What does the chart on this BABA ownership page compare?

The chart compares Bell & Brown Wealth Advisors, LLC's quarterly BABA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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