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
2026
Q1 		– Sell
-752
Closed -$9.86K – 1918
2025
Q4 		$9.86K Hold
752
– – ﹤0.01% 1786
2025
Q3 		$27.7K Hold
752
– – ﹤0.01% 1790
2025
Q2 		$16.1K Buy
+752
New +$18.5K ﹤0.01% 1763
2024
Q2 		– Sell
-802
Closed -$46K – 1835
2024
Q1 		$46K Sell
802
-200
-20% -$13.2K ﹤0.01% 1735
2023
Q4 		$68.7K Buy
+1,002
New +$38.8K ﹤0.01% 1688
2022
Q4 		– Sell
-64
Closed -$15K – 1777
2022
Q3 		$15K Hold
64
– – ﹤0.01% 1691
2022
Q2 		$25K Buy
64
+1
+2% +$534 ﹤0.01% 1762
2022
Q1 		$39K Hold
63
– – ﹤0.01% 1790
2021
Q4 		$59K Buy
+63
New +$73.5K ﹤0.01% 1861

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