Baird Financial Group
WBX

Baird Financial Group’s Wallbox WBX Stock Holding History

Baird Financial Group’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-550
Closed -$3.49K – 1864
2025
Q2 		$3.49K Sell
550
-69
-11% -$465 ﹤0.01% 1765
2025
Q1 		$4.05K Sell
619
-193
-24% -$1.76K ﹤0.01% 1753
2024
Q4 		$8.13K Sell
812
-135
-14% -$2.14K ﹤0.01% 1746
2024
Q3 		$23.1K Sell
947
-39
-4% -$1.06K ﹤0.01% 1740
2024
Q2 		$25.8K Sell
986
-14
-1% -$406 ﹤0.01% 1745
2024
Q1 		$28.4K Hold
1,000
– – ﹤0.01% 1741
2023
Q4 		$35K Buy
+1,000
New +$35.8K ﹤0.01% 1694
2023
Q1 		– Sell
-977
Closed -$70K – 1764
2022
Q4 		$70K Buy
+977
New +$111K ﹤0.01% 1661

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Baird Financial Group's WBX Position: Q3 2025 in Review

Baird Financial Group sold out of Wallbox (WBX) in Q3 2025, closing a stake of 550 shares — an estimated $3.49K sold.

Baird Financial Group first reported a position in WBX in Q4 2022 and held it in 8 quarters. The position peaked at $70K in Q4 2022. 18 funds tracked by Wall St. Rank hold WBX as of Q3 2025.

  • Baird Financial Group reported no remaining Wallbox position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 550 Wallbox shares in Q3 2025, an estimated $3.49K.
  • Baird Financial Group first reported a position in Wallbox in Q4 2022 and held it in 8 quarters.
  • Baird Financial Group's Wallbox position peaked at $70K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Wallbox as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.