Baird Financial Group, Inc. Reduced Holdings in Q2 2025

Baird Financial Group, Inc.

  • $54.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEN
Penumbra Inc

Healthcare
-17.6K
- 7.35%
$253.22 - $299.78 $4.46M - $5.28M
222K $56.9M
TREX
Trex CO Inc

Industrials
-88.5K
- 15.31%
$50.52 - $61.77 $4.47M - $5.47M
490K $26.6M
TRV
Travelers Companies, Inc.

Financial Services
-26.8K
- 30.87%
$233.83 - $276.34 $6.27M - $7.41M
60K $16.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 1.14%
$725400.0 - $809350.0 $725K - $809K
87 $63.4M
CARR
Carrier Global Corp

Industrials
-145K
- 37.58%
$55.55 - $75.83 $8.03M - $11M
240K $17.6M
CMI
Cummins Inc

Industrials
-23.3K
- 38.34%
$267.12 - $336.65 $6.22M - $7.83M
37.4K $12.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-155K
- 30.57%
$42.72 - $44.24 $6.6M - $6.84M
351K $15.4M
VZ
Verizon Communications Inc

Communication Services
-42.6K
- 1.81%
$41.67 - $45.62 $1.77M - $1.94M
2.31M $99.8M
OKE
Oneok Inc

Energy
-61.5K
- 63.58%
$78.71 - $100.37 $4.84M - $6.17M
35.2K $2.88M
KHC
Kraft Heinz CO

Consumer Defensive
-159K
- 28.12%
$25.61 - $30.81 $4.07M - $4.89M
406K $10.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-112K
- 6.7%
$48.13 - $49.85 $5.41M - $5.61M
1.57M $76.8M
BDX
Becton Dickinson & CO

Healthcare
-3.27K
- 3.15%
$165.15 - $226.42 $540K - $741K
100K $17.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-384K
- 94.83%
$14.97 - $16.79 $5.75M - $6.45M
20.9K $350K
GLDM
World Gold Trust

ETFs
-122K
- 25.8%
$58.96 - $67.97 $7.18M - $8.27M
350K $22.9M
COP
Conocophillips

Energy
-3.41K
- 0.89%
$82.66 - $106.1 $282K - $362K
381K $34.2M
TECH
Bio Techne Corp

Healthcare
-35.6K
- 5.91%
$46.66 - $58.38 $1.66M - $2.08M
566K $29.1M
IBM
International Business Machines Corp

Technology
-98.4K
- 19.8%
$221.03 - $294.78 $21.7M - $29M
399K $118M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-118K
- 50.18%
$45.9 - $56.06 $5.41M - $6.61M
117K $6.56M
FCX
Freeport Mcmoran Inc

Basic Materials
-158K
- 74.32%
$29.15 - $44.46 $4.62M - $7.04M
54.7K $2.37M
DOW
Dow Inc.

Basic Materials
-67.2K
- 15.12%
$25.81 - $34.89 $1.74M - $2.35M
377K $9.99M
LKQ
Lkq Corp

Consumer Cyclical
-98.9K
- 29.69%
$36.86 - $43.38 $3.65M - $4.29M
234K $8.67M
ZTS
Zoetis Inc.

Healthcare
-8.94K
- 1.91%
$144.41 - $170.3 $1.29M - $1.52M
459K $71.6M
AAON
Aaon, Inc.

Industrials
-48.5K
- 13.06%
$71.78 - $106.87 $3.48M - $5.19M
323K $23.8M
LII
Lennox International Inc

Industrials
-11K
- 11.97%
$508.76 - $605.77 $5.58M - $6.64M
80.6K $46.2M
CB
Chubb LTD

Financial Services
-8.52K
- 4.18%
$274.32 - $302.46 $2.34M - $2.58M
195K $56.5M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-15.6K
- 7.31%
$215.78 - $270.12 $3.36M - $4.2M
197K $45.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-38.5K
- 42.39%
$149.56 - $212.83 $5.76M - $8.19M
52.3K $11.1M
RGEN
Repligen Corp

Healthcare
-28.9K
- 9.61%
$108.89 - $145.23 $3.15M - $4.2M
272K $33.9M
CMCSA
Comcast Corp

Communication Services
-83.5K
- 7.13%
$32.84 - $36.72 $2.74M - $3.07M
1.09M $38.8M
TMUS
T Mobile Us, Inc.

Communication Services
-40
- 0.03%
$220.99 - $268.54 $8.84K - $10.7K
153K $36.5M
GIS
General Mills Inc

Consumer Defensive
-54.6K
- 30.31%
$50.37 - $60.97 $2.75M - $3.33M
126K $6.5M
PCAR
Paccar Inc

Industrials
-20.3K
- 2.03%
$86.4 - $99.09 $1.75M - $2.01M
978K $92.9M
EWJ
Ishares Msci Japan ETF

ETFs
-61.1K
- 95.29%
$61.32 - $75.28 $3.74M - $4.6M
3.02K $226K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-193K
- 12.88%
$29.52 - $35.31 $5.7M - $6.82M
1.31M $46.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
-65.6K
- 54.3%
$61.79 - $76.67 $4.05M - $5.03M
55.2K $4.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-99.8K
- 17.58%
$38.18 - $45.52 $3.81M - $4.54M
468K $20.5M
WM
Waste Management Inc

Industrials
-14.1K
- 4.36%
$216.47 - $242.1 $3.06M - $3.42M
310K $70.8M
BR
Broadridge Financial Solutions, Inc.

Technology
-17.5K
- 3.68%
$217.22 - $246.25 $3.79M - $4.3M
457K $111M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-137K
- 25.93%
$40.94 - $52.1 $5.62M - $7.15M
392K $20.4M
HUBS
Hubspot Inc

Technology
-5.18K
- 7.6%
$487.07 - $672.24 $2.52M - $3.48M
63K $35.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-64.2K
- 22.83%
$59.8 - $60.07 $3.84M - $3.86M
217K $13M
ABC
Amerisourcebergen Corp

Healthcare
-20.6K
- 26.87%
N/A
56.1K $10.4M
NOC
Northrop Grumman Corp

Industrials
-7.03K
- 31.33%
$456.3 - $540.39 $3.21M - $3.8M
15.4K $7.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.29K
- 5.72%
$248.61 - $294.96 $1.81M - $2.15M
120K $33.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-42.9K
- 14.05%
$83.54 - $100.04 $3.59M - $4.29M
263K $26.1M
AEP
American Electric Power CO Inc

Utilities
-64
- 0.01%
$98.59 - $109.11 $6.31K - $6.98K
652K $67.6M
WST
West Pharmaceutical Services Inc

Healthcare
-11.9K
- 7.18%
$190.39 - $227.7 $2.26M - $2.71M
154K $33.7M
FTSL
First Trust Senior Ln Fund

ETFs
-74.7K
- 74.09%
$44.58 - $46.07 $3.33M - $3.44M
26.1K $1.2M
MCO
Moodys Corp

Financial Services
-7.77K
- 42.0%
$396.7 - $501.59 $3.08M - $3.9M
10.7K $5.38M
Activity Summary
Buys All Purchases 896 New Holdings 117 Increased Positions 779 Sells All Sells 787 Reductions 787 Sold out 0 Options Calls 0 Puts 0
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