Baird Financial Group
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Baird Financial Group’s Wheels Up UP Stock Holding History

Baird Financial Group’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$27.7K Hold
2025
Q2 		$16.1K Buy
2024
Q2 		– Sell
2024
Q1 		$46K Sell
2023
Q4 		$68.7K Buy
2022
Q4 		– Sell
2022
Q3 		$15K Sell
2022
Q2 		$25K Buy
2022
Q1 		$39K Hold
2021
Q4 		$59K Buy