Baird Financial Group
GUT

Baird Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Baird Financial Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Buy
37,559
+1,700
+5% +$10.3K ﹤0.01% 1731
2025
Q4 		$216K Buy
35,859
+30
+0.1% +$181 ﹤0.01% 1717
2025
Q3 		$217K Sell
35,829
-5,099
-12% -$30.7K ﹤0.01% 1706
2025
Q2 		$237K Buy
+40,928
New +$222K ﹤0.01% 1662
2024
Q2 		– Sell
-16,567
Closed -$89.6K – 1790
2024
Q1 		$89.6K Buy
+16,567
New +$87.5K ﹤0.01% 1725

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group's GUT Position: Q1 2026 in Review

Baird Financial Group increased its Gabelli Utility Trust (GUT) stake by 4.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 37,559 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Baird Financial Group first reported a position in GUT in Q1 2024 and has held it in 5 quarters since. The position peaked at $237K in Q2 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Baird Financial Group held 37,559 shares of Gabelli Utility Trust worth $227K as of Q1 2026.
  • Baird Financial Group bought 1,700 Gabelli Utility Trust shares in Q1 2026, an estimated $10.3K.
  • Gabelli Utility Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1731 holding.
  • Baird Financial Group first reported a position in Gabelli Utility Trust in Q1 2024 and has held it in 5 quarters since.
  • Baird Financial Group's Gabelli Utility Trust position peaked at $237K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.