BABA — ALIBABA GROUP HLDG LTD

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  ·  23 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported ALIBABA GROUP HLDG LTD (BABA) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows BABA at 0.03% 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 KESTRA PRIVATE WEALTH SERVICES, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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 KESTRA PRIVATE WEALTH SERVICES, LLC fund profile KESTRA PRIVATE WEALTH SERVICES, LLC full holdings
How KESTRA PRIVATE WEALTH SERVICES, LLC held BABA — position size vs. price
% of Fund (quarterly)    BABA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 16,626 +13,126 +375.0% 0.03% $2.4M 2026-02-14 (Est.) $155.73
2025 Q3 REDUCED 3,500 -14,843 -80.9% 0.01% $626K 2025-11-17 $157.71
2025 Q3 REDUCED 18,343 -2,078 -10.2% 0.04% $3.3M 2025-11-17 $157.71
2025 Q2 REDUCED 20,421 -1,942 -8.7% 0.03% $2.3M 2025-08-07 $120.96
2025 Q1 ADDED 22,363 +2,766 +14.1% 0.05% $3.0M 2025-05-05 $124.47
2024 Q4 ADDED 19,597 +5,411 +38.1% 0.03% $1.7M 2025-01-28 $94.43
2024 Q3 REDUCED 14,186 -803 -5.4% 0.03% $1.5M 2024-11-13 $90.47
2024 Q2 ADDED 14,989 +413 +2.8% 0.02% $1.1M 2024-08-12 $79.57
2024 Q1 REDUCED 14,576 -941 -6.1% 0.02% $1.1M 2024-05-02 $77.31
2023 Q4 REDUCED 15,517 -272 -1.7% 0.03% $1.2M 2024-02-05 $71.83
13 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

Employees Provident Fund Board 0.44% Marex Group plc 0.41% Somerset Trust Co 3Y 7Y 0.28% Byrne Asset Management LLC 3Y 0.23% Ridgewood Investments LLC 3Y 7Y 0.18% Investors Research Corp 3Y 7Y 0.07% Noble Wealth Management PBC 0.07% Old Port Advisors 3Y 7Y 0.05% Global Wealth Strategies & Associates 3Y 0.02% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.01%

FAQ About KESTRA PRIVATE WEALTH SERVICES, 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 KESTRA PRIVATE WEALTH SERVICES, LLC reported owning BABA?

KESTRA PRIVATE WEALTH SERVICES, LLC reported BABA across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BABA position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for BABA was 0.05% in 2025 Q1.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2025 Q4, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 16,626 shares, equal to 0.03% of portfolio, with an estimated market value of $2.4M.

What does the chart on this BABA ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, 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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