Advisornet Financial’s Badger Meter BMI Stock Holding History

Advisornet Financial’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	$77.2K	Hold	520	–	–	﹤0.01%	962
2026 Q1	$79.2K	Hold	520	–	–	﹤0.01%	898
2025 Q4	$90.7K	Hold	520	–	–	﹤0.01%	847
2025 Q3	$92.9K	Sell	520 -10	-2%	-$1.97K	0.01%	810
2025 Q2	$130K	Buy	530 +10	+2%	+$2.27K	0.01%	685
2025 Q1	$98.9K	Hold	520	–	–	0.01%	734
2024 Q4	$110K	Hold	520	–	–	0.01%	657
2024 Q3	$114K	Hold	520	–	–	0.01%	666
2024 Q2	$96.9K	Hold	520	–	–	0.01%	643
2024 Q1	$84.1K	Sell	520 -6	-1%	-$922	0.01%	676
2023 Q4	$81.2K	Buy	526 +520	+8,667%	+$75.7K	0.01%	692
2023 Q3	$863	Buy	6 +1	+20%	+$158	﹤0.01%	1829
2023 Q2	$738	Sell	5 -1	-17%	-$138	﹤0.01%	1962
2023 Q1	$731	Hold	6	–	–	﹤0.01%	1973
2022 Q4	$654	Buy	+6	New	+$652	﹤0.01%	1970
2021 Q3	–	Sell	-1,098	Closed	-$108K	–	1888
2021 Q2	$108K	Hold	1,098	–	–	0.01%	764
2021 Q1	$102K	Hold	1,098	–	–	0.01%	741
2020 Q4	$103K	Hold	1,098	–	–	0.01%	684
2020 Q3	$72K	Hold	1,098	–	–	0.01%	754
2020 Q2	$69K	Hold	1,098	–	–	0.01%	772
2020 Q1	$59K	Hold	1,098	–	–	0.01%	748
2019 Q4	$71K	Hold	1,098	–	–	0.01%	778
2019 Q3	$59K	Hold	1,098	–	–	0.01%	838
2019 Q2	$66K	Hold	1,098	–	–	0.01%	721
2019 Q1	$61K	Hold	1,098	–	–	0.01%	675
2018 Q4	$54K	Hold	1,098	–	–	0.01%	670
2018 Q3	$58K	Sell	1,098 -178	-14%	-$9.26K	0.01%	685
2018 Q2	$57K	Sell	1,276 -520	-29%	-$23K	0.01%	669
2018 Q1	$85K	Hold	1,796	–	–	0.01%	571
2017 Q4	$86K	Buy	+1,796	New	+$83.3K	0.01%	514

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 $3.38T AUM 44.17% 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

Advisornet Financial's BMI Position: Q2 2026 in Review

Advisornet Financial held its Badger Meter (BMI) position steady in Q2 2026 at 520 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Advisornet Financial first reported a position in BMI in Q4 2017 and has held it in 30 quarters since. The position peaked at $130K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Advisornet Financial held 520 shares of Badger Meter worth $77.2K as of Q2 2026.
Advisornet Financial left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #962 holding.
Advisornet Financial first reported a position in Badger Meter in Q4 2017 and has held it in 30 quarters since.
Advisornet Financial's Badger Meter position peaked at $130K in Q2 2025.
481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.