Kovack Advisors’s Alibaba BABA Stock Holding History

Kovack 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	$544K	Sell	4,361 -1,708	-28%	-$257K	0.03%	560
2025 Q4	$890K	Buy	6,069 +4,232	+230%	+$689K	0.04%	419
2025 Q3	$328K	Buy	1,837 +11	+0.6%	+$1.44K	0.03%	437
2025 Q2	$207K	Sell	1,826 -1,599	-47%	-$189K	0.02%	552
2025 Q1	$453K	Buy	3,425 +71	+2%	+$8.19K	0.05%	329
2024 Q4	$284K	Buy	3,354 +1,420	+73%	+$134K	0.03%	464
2024 Q3	$205K	Sell	1,934 -33,079	-94%	-$2.71M	0.02%	539
2024 Q2	$2.52M	Buy	+35,013	New	+$2.68M	0.28%	74
2024 Q1	–	Sell	-31,555	Closed	-$2.45M	–	480
2023 Q4	$2.45M	Sell	31,555 -2,706	-8%	-$216K	0.29%	72
2023 Q3	$2.97M	Buy	34,261 +5,239	+18%	+$480K	0.41%	45
2023 Q2	$2.42M	Buy	29,022 +2,925	+11%	+$256K	0.31%	62
2023 Q1	$2.67M	Buy	26,097 +22,297	+587%	+$2.23M	0.36%	56
2022 Q4	$335K	Sell	3,800 -145	-4%	-$11.4K	0.05%	380
2022 Q3	$316K	Sell	3,945 -30	-0.8%	-$2.86K	0.05%	392
2022 Q2	$452K	Sell	3,975 -105	-3%	-$10.3K	0.06%	342
2022 Q1	$443K	Sell	4,080 -330	-7%	-$38K	0.05%	420
2021 Q4	$524K	Sell	4,410 -1,176	-21%	-$171K	0.05%	375
2021 Q3	$827K	Sell	5,586 -3,966	-42%	-$722K	0.09%	260
2021 Q2	$2.17M	Sell	9,552 -1,409	-13%	-$313K	0.25%	102
2021 Q1	$2.48M	Buy	10,961 +732	+7%	+$180K	0.32%	80
2020 Q4	$2.38M	Buy	10,229 +5,873	+135%	+$1.63M	0.34%	74
2020 Q3	$1.28M	Sell	4,356 -444	-9%	-$117K	0.23%	111
2020 Q2	$1.03M	Sell	4,800 -512	-10%	-$107K	0.2%	126
2020 Q1	$1.03M	Sell	5,312 -193	-4%	-$40.3K	0.24%	102
2019 Q4	$1.2M	Sell	5,505 -867	-14%	-$163K	0.21%	115
2019 Q3	$1.07M	Sell	6,372 -2,796	-30%	-$480K	0.22%	118
2019 Q2	$1.55M	Buy	9,168 +1,776	+24%	+$307K	0.36%	68
2019 Q1	$1.35M	Sell	7,392 -1,148	-13%	-$193K	0.34%	73
2018 Q4	$1.17M	Sell	8,540 -1,228	-13%	-$182K	0.34%	76
2018 Q3	$1.61M	Sell	9,768 -5,150	-35%	-$911K	0.41%	61
2018 Q2	$2.77M	Buy	14,918 +929	+7%	+$177K	0.77%	18
2018 Q1	$2.57M	Buy	13,989 +417	+3%	+$78.5K	0.64%	24
2017 Q4	$2.33M	Buy	13,572 +4,384	+48%	+$786K	0.59%	28
2017 Q3	$1.59M	Buy	9,188 +6,014	+189%	+$975K	0.53%	35
2017 Q2	$447K	Buy	+3,174	New	+$392K	0.14%	176
2017 Q1	–	Sell	-3,076	Closed	-$270K	–	309
2016 Q4	$270K	Buy	+3,076	New	+$296K	0.13%	174
2016 Q1	–	Sell	-2,513	Closed	-$204K	–	251
2015 Q4	$204K	Buy	+2,513	New	+$197K	0.13%	183
2015 Q3	–	Sell	-4,065	Closed	-$334K	–	222
2015 Q2	$334K	Sell	4,065 -1,421	-26%	-$122K	0.24%	111
2015 Q1	$457K	Buy	5,486 +1,015	+23%	+$91.6K	0.39%	61
2014 Q4	$465K	Buy	+4,471	New	+$459K	0.48%	51

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovack Advisors's BABA Position: Q1 2026 in Review

Kovack Advisors reduced its Alibaba (BABA) stake by 28% in Q1 2026, selling an estimated $257K and leaving 4,361 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #560.

Kovack Advisors first reported a position in BABA in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.97M in Q3 2023. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

Kovack Advisors held 4,361 shares of Alibaba worth $544K as of Q1 2026.
Kovack Advisors sold 1,708 Alibaba shares in Q1 2026, an estimated $257K.
Alibaba made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #560 holding.
Kovack Advisors first reported a position in Alibaba in Q4 2014 and has held it in 40 quarters since.
Kovack Advisors's Alibaba position peaked at $2.97M in Q3 2023.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.