BABA ALIBABA GROUP HOLDINGS

Ownership history in Selective Wealth Management, Inc.  ·  27 quarters on record

This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in ALIBABA GROUP HOLDINGS (BABA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.66% (2019 Q2)
Avg. % of fund
6.61%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,618 -916 -7.3% 0.62% $2.0M $146.58
2025 Q3 REDUCED 12,534 -224 -1.8% 0.73% $2.3M $178.73
2025 Q2 REDUCED 12,758 -38 -0.3% 0.48% $1.3M $113.41
2025 Q1 REDUCED 12,796 -1,077 -7.8% 0.60% $1.4M $130.03
2024 Q4 REDUCED 13,873 -34,651 -71.4% 0.46% $1.1M $83.38
2024 Q3 REDUCED 48,524 -7,254 -13.0% 2.21% $5.3M $104.36
2024 Q2 REDUCED 55,778 -5,403 -8.8% 1.86% $4.2M $70.80
2024 Q1 REDUCED 61,181 -6,664 -9.8% 1.98% $4.6M $69.64
2023 Q4 REDUCED 67,845 -6,816 -9.1% 2.55% $5.1M $74.60
2023 Q3 REDUCED 74,661 -11,431 -13.3% 3.45% $6.3M $82.38
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BABA price (monthly, adj. close)
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