Position in BABA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$685,969
-$102,547 QoQ
Shares Held
7,147
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#617
of 1,215 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $347,497,179 across 7 Internet Retail names. BABA ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,431,137 | $341,097,192 | |
| 2 | EBAY |
Ebay Inc
|
36,349 | $4,062,000 | |
| 3 | ETSY |
Etsy Inc
|
9,431 | $710,437 | |
| 4 | BABA |
Alibaba Group Holding Ltd
This page
|
7,147 | $685,969 | |
| 5 | SE |
Sea Ltd
|
4,176 | $400,186 | |
| 6 | MELI |
Mercadolibre Inc
|
181 | $307,227 | |
| 7 | DASH |
DoorDash, Inc.
|
1,269 | $234,168 |
All Filings in BABA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,969 | 7,147 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $788,516 | 6,285 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,265,687 | 15,457 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $637,023 | 5,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $615,133 | 4,652 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $396,732 | 4,679 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $524,657 | 4,944 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $405,576 | 5,633 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $317,370 | 4,386 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,888 | 5,314 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $395,968 | 4,565 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $438,754 | 5,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,083,623 | 39,965 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $473,395 | 5,374 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $467,224 | 4,110 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $506,572 | 4,656 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $589,317 | 4,961 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $776,670 | 5,246 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,237,538 | 5,457 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,532,014 | 6,757 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,455,726 | 6,255 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,666,278 | 5,668 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,335,398 | 6,191 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,522,389 | 7,828 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||