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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelleher Financial Advisors's BABA Position: Q1 2026 in Review

Kelleher Financial Advisors held its Alibaba (BABA) position steady in Q1 2026 at 6,030 shares worth $755K. The position accounts for 0.19% of the portfolio, ranked #88.

Kelleher Financial Advisors first reported a position in BABA in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.36M in Q1 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Kelleher Financial Advisors held 6,030 shares of Alibaba worth $755K as of Q1 2026.
  • Kelleher Financial Advisors left its Alibaba share count unchanged in Q1 2026.
  • Alibaba made up 0.19% of Kelleher Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • Kelleher Financial Advisors first reported a position in Alibaba in Q3 2017 and has held it in 28 quarters since.
  • Kelleher Financial Advisors's Alibaba position peaked at $1.36M in Q1 2025.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.