Baird Financial Group
CVI icon

Baird Financial Group’s CVR Energy CVI Stock Holding History

Baird Financial Group’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,659
Closed -$232K – 1805
2025
Q2 		$232K Buy
+8,659
New +$191K ﹤0.01% 1665
2025
Q1 		– Sell
-10,147
Closed -$190K – 1767
2024
Q4 		$190K Sell
10,147
-9,216
-48% -$186K ﹤0.01% 1690
2024
Q3 		$446K Sell
19,363
-312
-2% -$7.71K ﹤0.01% 1419
2024
Q2 		$527K Sell
19,675
-52,267
-73% -$1.59M ﹤0.01% 1366
2024
Q1 		$2.57M Buy
71,942
+59,208
+465% +$1.97M 0.01% 874
2023
Q4 		$386K Buy
+12,734
New +$402K ﹤0.01% 1446

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baird Financial Group's CVI Position: Q3 2025 in Review

Baird Financial Group sold out of CVR Energy (CVI) in Q3 2025, closing a stake of 8,659 shares — an estimated $232K sold.

Baird Financial Group first reported a position in CVI in Q4 2023 and held it in 6 quarters. The position peaked at $2.57M in Q1 2024. 226 funds tracked by Wall St. Rank hold CVI as of Q3 2025.

  • Baird Financial Group reported no remaining CVR Energy position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 8,659 CVR Energy shares in Q3 2025, an estimated $232K.
  • Baird Financial Group first reported a position in CVR Energy in Q4 2023 and held it in 6 quarters.
  • Baird Financial Group's CVR Energy position peaked at $2.57M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held CVR Energy as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.