Baird Financial Group
BERY

Baird Financial Group’s Berry Global Group, Inc. BERY Stock Holding History

Baird Financial Group’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,230
Closed -$1.27M – 1864
2025
Q1 		$1.27M Sell
18,230
-96
-0.5% -$6.67K ﹤0.01% 1097
2024
Q4 		$1.19M Sell
18,326
-2,014
-10% -$133K ﹤0.01% 1134
2024
Q3 		$1.27M Sell
20,340
-5,730
-22% -$341K ﹤0.01% 1100
2024
Q2 		$1.41M Sell
26,070
-677
-3% -$36.8K ﹤0.01% 1065
2024
Q1 		$1.49M Sell
26,747
-198
-0.7% -$11.3K ﹤0.01% 1039
2023
Q4 		$1.67M Sell
26,945
-348
-1% -$19.6K ﹤0.01% 983
2023
Q3 		$1.55M Sell
27,293
-719
-3% -$42.3K ﹤0.01% 985
2023
Q2 		$1.66M Sell
28,012
-1,635
-6% -$89.3K ﹤0.01% 973
2023
Q1 		$1.6M Sell
29,647
-857
-3% -$47.4K ﹤0.01% 956
2022
Q4 		$1.69M Sell
30,504
-4,254
-12% -$208K ﹤0.01% 928
2022
Q3 		$1.49M Sell
34,758
-130
-0.4% -$6.53K ﹤0.01% 938
2022
Q2 		$1.75M Sell
34,888
-1,231
-3% -$63.8K ﹤0.01% 900
2022
Q1 		$1.92M Sell
36,119
-33,876
-48% -$1.98M ﹤0.01% 925
2021
Q4 		$4.74M Buy
69,995
+12,928
+23% +$801K 0.01% 628
2021
Q3 		$3.19M Sell
57,067
-7,126
-11% -$422K 0.01% 756
2021
Q2 		$3.85M Buy
64,193
+24,860
+63% +$1.5M 0.01% 693
2021
Q1 		$2.22M Sell
39,333
-5,525
-12% -$287K 0.01% 844
2020
Q4 		$2.31M Buy
44,858
+20,163
+82% +$962K 0.01% 754
2020
Q3 		$1.1M Buy
24,695
+4,856
+24% +$223K ﹤0.01% 917
2020
Q2 		$807K Buy
19,839
+7,467
+60% +$280K ﹤0.01% 994
2020
Q1 		$383K Sell
12,372
-75
-0.6% -$2.75K ﹤0.01% 1135
2019
Q4 		$543K Sell
12,447
-4,073
-25% -$161K ﹤0.01% 1152
2019
Q3 		$596K Sell
16,520
-1,805
-10% -$73.8K ﹤0.01% 1114
2019
Q2 		$885K Sell
18,325
-349
-2% -$16.8K ﹤0.01% 1032
2019
Q1 		$924K Sell
18,674
-7,228
-28% -$343K 0.01% 879
2018
Q4 		$1.13M Buy
25,902
+2,614
+11% +$112K 0.01% 765
2018
Q3 		$1.03M Sell
23,288
-2,372
-9% -$104K 0.01% 845
2018
Q2 		$1.08M Sell
25,660
-312
-1% -$14.5K 0.01% 811
2018
Q1 		$1.31M Buy
25,972
+2,315
+10% +$121K 0.01% 754
2017
Q4 		$1.27M Buy
23,657
+108
+0.5% +$5.88K 0.01% 759
2017
Q3 		$1.23M Sell
23,549
-950
-4% -$49.6K 0.01% 743
2017
Q2 		$1.28M Sell
24,499
-759
-3% -$38K 0.01% 727
2017
Q1 		$1.13M Buy
25,258
+13,703
+119% +$630K 0.01% 755
2016
Q4 		$517K Sell
11,555
-403
-3% -$17.2K ﹤0.01% 909
2016
Q3 		$482K Buy
+11,958
New +$469K ﹤0.01% 945

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Baird Financial Group's BERY Position: Q2 2025 in Review

Baird Financial Group sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 18,230 shares — an estimated $1.27M sold.

Baird Financial Group first reported a position in BERY in Q3 2016 and held it in 35 quarters. The position peaked at $4.74M in Q4 2021. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Baird Financial Group reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 18,230 Berry Global Group, Inc. shares in Q2 2025, an estimated $1.27M.
  • Baird Financial Group first reported a position in Berry Global Group, Inc. in Q3 2016 and held it in 35 quarters.
  • Baird Financial Group's Berry Global Group, Inc. position peaked at $4.74M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.