Abound Wealth Management’s Badger Meter BMI Stock Holding History

Abound Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297	Hold	2	–	–	﹤0.01%	1031
2026 Q1	$305	Hold	2	–	–	﹤0.01%	1125
2025 Q4	$349	Hold	2	–	–	﹤0.01%	1009
2025 Q3	$358	Hold	2	–	–	﹤0.01%	970
2025 Q2	$490	Hold	2	–	–	﹤0.01%	861
2025 Q1	$381	Hold	2	–	–	﹤0.01%	841
2024 Q4	$425	Sell	2 -1	-33%	-$218	﹤0.01%	822
2024 Q3	$656	Sell	3 -2	-40%	-$401	﹤0.01%	818
2024 Q2	$932	Sell	5 -1	-17%	-$183	﹤0.01%	735
2024 Q1	$971	Hold	6	–	–	﹤0.01%	781
2023 Q4	$927	Hold	6	–	–	﹤0.01%	794
2023 Q3	$864	Hold	6	–	–	﹤0.01%	726
2023 Q2	$886	Buy	+6	New	+$826	﹤0.01%	748

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's BMI Position: Q2 2026 in Review

Abound Wealth Management held its Badger Meter (BMI) position steady in Q2 2026 at 2 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Abound Wealth Management first reported a position in BMI in Q2 2023 and has held it in 13 quarters since. The position peaked at $971 in Q1 2024. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Abound Wealth Management held 2 shares of Badger Meter worth $297 as of Q2 2026.
Abound Wealth Management left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1031 holding.
Abound Wealth Management first reported a position in Badger Meter in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Badger Meter position peaked at $971 in Q1 2024.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.