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
Q2 		$1.49M Buy
225,794
+188,235
+501% +$1.17M ﹤0.01% 1207
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird Financial Group's GUT Position: Q2 2026 in Review

Baird Financial Group increased its Gabelli Utility Trust (GUT) stake by 501% in Q2 2026, buying an estimated $1.17M and bringing the position to 225,794 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Baird Financial Group first reported a position in GUT in Q1 2024 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Baird Financial Group held 225,794 shares of Gabelli Utility Trust worth $1.49M as of Q2 2026.
  • Baird Financial Group bought 188,235 Gabelli Utility Trust shares in Q2 2026, an estimated $1.17M.
  • Gabelli Utility Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1207 holding.
  • Baird Financial Group first reported a position in Gabelli Utility Trust in Q1 2024 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.