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Kelleher Financial Advisors’s Alibaba BABA Stock Holding History

Kelleher Financial Advisors’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
10,618
+4,588
+76% +$575K 0.14% 116
2026
Q1 		$755K Hold
6,030
– – 0.19% 88
2025
Q4 		$884K Hold
6,030
– – 0.2% 76
2025
Q3 		$1.08M Sell
6,030
-3,467
-37% -$454K 0.27% 58
2025
Q2 		$1.08M Sell
9,497
-759
-7% -$89.9K 0.37% 40
2025
Q1 		$1.36M Buy
10,256
+38
+0.4% +$4.38K 0.54% 30
2024
Q4 		$866K Buy
10,218
+165
+2% +$15.6K 0.33% 42
2024
Q3 		$1.07M Hold
10,053
– – 0.41% 33
2024
Q2 		$724K Buy
10,053
+6,566
+188% +$503K 0.3% 49
2024
Q1 		$252K Hold
3,487
– – 0.1% 106
2023
Q4 		$270K Sell
3,487
-415
-11% -$33.1K 0.13% 87
2023
Q3 		$338K Hold
3,902
– – 0.17% 74
2023
Q2 		$325K Hold
3,902
– – 0.19% 81
2023
Q1 		$399K Buy
+3,902
New +$391K 0.26% 69
2022
Q3 		– Sell
-2,082
Closed -$236K – 121
2022
Q2 		$236K Buy
+2,082
New +$204K 0.11% 119
2022
Q1 		– Sell
-2,082
Closed -$247K – 117
2021
Q4 		$247K Sell
2,082
-134
-6% -$19.5K 0.13% 108
2021
Q3 		$328K Sell
2,216
-64
-3% -$11.6K 0.14% 121
2021
Q2 		$517K Hold
2,280
– – 0.29% 65
2021
Q1 		$516K Hold
2,280
– – 0.33% 66
2020
Q4 		$530K Sell
2,280
-715
-24% -$199K 0.4% 57
2020
Q3 		$880K Buy
2,995
+492
+20% +$130K 0.73% 31
2020
Q2 		$539K Sell
2,503
-307
-11% -$63.9K 0.52% 40
2020
Q1 		$546K Buy
2,810
+375
+15% +$78.3K 0.65% 33
2019
Q4 		$516K Sell
2,435
-105
-4% -$19.7K 0.52% 46
2019
Q3 		$424K Sell
2,540
-50
-2% -$8.59K 0.52% 47
2019
Q2 		$438K Buy
+2,590
New +$447K 0.54% 48
2018
Q2 		– Sell
-1,692
Closed -$311K – 88
2018
Q1 		$311K Sell
1,692
-400
-19% -$75.3K 0.42% 62
2017
Q4 		$360K Buy
2,092
+92
+5% +$16.5K 0.57% 52
2017
Q3 		$345K Buy
+2,000
New +$324K 0.73% 50

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Kelleher Financial Advisors's BABA Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Alibaba (BABA) stake by 76% in Q2 2026, buying an estimated $575K and bringing the position to 10,618 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #116.

Kelleher Financial Advisors first reported a position in BABA in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.36M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Kelleher Financial Advisors held 10,618 shares of Alibaba worth $1.02M as of Q2 2026.
  • Kelleher Financial Advisors bought 4,588 Alibaba shares in Q2 2026, an estimated $575K.
  • Alibaba made up 0.14% of Kelleher Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Kelleher Financial Advisors first reported a position in Alibaba in Q3 2017 and has held it in 29 quarters since.
  • Kelleher Financial Advisors's Alibaba position peaked at $1.36M in Q1 2025.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.