Baird Financial Group
UP icon

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

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Baird Financial Group sold out of Wheels Up (UP) in Q1 2026, closing a stake of 752 shares — an estimated $9.86K sold.

Baird Financial Group first reported a position in UP in Q4 2021 and held it in 9 quarters. The position peaked at $68.7K in Q4 2023. 98 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Baird Financial Group reported no remaining Wheels Up position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 752 Wheels Up shares in Q1 2026, an estimated $9.86K.
  • Baird Financial Group first reported a position in Wheels Up in Q4 2021 and held it in 9 quarters.
  • Baird Financial Group's Wheels Up position peaked at $68.7K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

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