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Mount Yale Investment Advisors’s Alibaba BABA Stock Holding History

Mount Yale Investment 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 		$673K Buy
5,368
+1,739
+48% +$261K 0.02% 621
2025
Q4 		$532K Buy
3,629
+2,491
+219% +$406K 0.03% 449
2025
Q3 		$203K Sell
1,138
-492
-30% -$64.5K 0.01% 630
2025
Q2 		$185K Buy
+1,630
New +$193K 0.01% 550
2023
Q4 		– Sell
-3,684
Closed -$320K – 502
2023
Q3 		$320K Buy
3,684
+415
+13% +$38K 0.03% 380
2023
Q2 		$272K Sell
3,269
-19
-0.6% -$1.66K 0.03% 411
2023
Q1 		$336K Buy
+3,288
New +$329K 0.04% 357
2022
Q4 		– Sell
-6,602
Closed -$528K – 458
2022
Q3 		$528K Buy
6,602
+724
+12% +$69K 0.07% 261
2022
Q2 		$668K Sell
5,878
-1,905
-24% -$187K 0.08% 243
2022
Q1 		$847K Buy
+7,783
New +$897K 0.09% 218
2021
Q1 		– Sell
-8,410
Closed -$1.96M – 413
2020
Q4 		$1.96M Sell
8,410
-3,786
-31% -$1.05M 0.27% 87
2020
Q3 		$3.58M Sell
12,196
-418
-3% -$110K 0.51% 46
2020
Q2 		$2.72M Buy
12,614
+3,454
+38% +$719K 0.49% 54
2020
Q1 		$1.78M Sell
9,160
-496
-5% -$104K 0.4% 62
2019
Q4 		$2M Sell
9,656
-944
-9% -$177K 0.35% 75
2019
Q3 		$1.98M Buy
10,600
+1,570
+17% +$270K 0.35% 71
2019
Q2 		$1.44M Sell
9,030
-4
-0% -$690 0.27% 86
2019
Q1 		$1.65M Sell
9,034
-500
-5% -$84.1K 0.31% 77
2018
Q4 		$1.6M Sell
9,534
-330
-3% -$48.8K 0.32% 78
2018
Q3 		$1.5M Sell
9,864
-698
-7% -$124K 0.26% 87
2018
Q2 		$1.96M Sell
10,562
-21
-0.2% -$4K 0.37% 65
2018
Q1 		$1.94M Buy
+10,583
New +$1.99M 0.42% 63

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

Mount Yale Investment Advisors's BABA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Alibaba (BABA) stake by 48% in Q1 2026, buying an estimated $261K and bringing the position to 5,368 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #621.

Mount Yale Investment Advisors first reported a position in BABA in Q1 2018 and has held it in 22 quarters since. The position peaked at $3.58M in Q3 2020. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Mount Yale Investment Advisors held 5,368 shares of Alibaba worth $673K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,739 Alibaba shares in Q1 2026, an estimated $261K.
  • Alibaba made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #621 holding.
  • Mount Yale Investment Advisors first reported a position in Alibaba in Q1 2018 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's Alibaba position peaked at $3.58M in Q3 2020.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.