Position in BABA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$260,777
+$148,893 QoQ
Shares Held
2,717
+334.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#840
of 1,215 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $24,433,240 across 3 Internet Retail names. BABA ranks #3 (1.1% of the industry book) .
All Filings in BABA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,777 | 2,717 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $111,884 | 626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $135,184 | 1,192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $237,485 | 1,796 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $140,412 | 1,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $176,265 | 1,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $104,472 | 1,451 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $102,606 | 1,418 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $136,862 | 1,711 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||