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Addison Advisors’s Badger Meter BMI Stock Holding History

Addison Advisors’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 		– Sell
-78
Closed -$11.9K – 739
2026
Q1 		$11.9K Buy
78
+10
+15% +$1.57K ﹤0.01% 634
2025
Q4 		$11.9K Hold
68
– – ﹤0.01% 609
2025
Q3 		$12.1K Hold
68
– – ﹤0.01% 609
2025
Q2 		$16.7K Hold
68
– – ﹤0.01% 563
2025
Q1 		$12.9K Hold
68
– – ﹤0.01% 548
2024
Q4 		$14.4K Hold
68
– – ﹤0.01% 545
2024
Q3 		$14.9K Hold
68
– – ﹤0.01% 546
2024
Q2 		$12.7K Sell
68
-5
-7% -$913 ﹤0.01% 538
2024
Q1 		$11.8K Hold
73
– – ﹤0.01% 505
2023
Q4 		$11.3K Hold
73
– – ﹤0.01% 503
2023
Q3 		$10.5K Buy
+73
New +$11.5K ﹤0.01% 481

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Addison Advisors's BMI Position: Q2 2026 in Review

Addison Advisors sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 78 shares — an estimated $11.9K sold.

Addison Advisors first reported a position in BMI in Q3 2023 and held it in 11 quarters. The position peaked at $16.7K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Addison Advisors reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 78 Badger Meter shares in Q2 2026, an estimated $11.9K.
  • Addison Advisors first reported a position in Badger Meter in Q3 2023 and held it in 11 quarters.
  • Addison Advisors's Badger Meter position peaked at $16.7K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.