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Alliance Wealth Advisors (Utah)’s Badger Meter BMI Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$249K Sell
1,675
-272
-14% -$35.6K 0.05% 208
2026
Q1 		$297K Sell
1,947
-692
-26% -$109K 0.06% 188
2025
Q4 		$460K Sell
2,639
-950
-26% -$171K 0.1% 173
2025
Q3 		$641K Buy
3,589
+83
+2% +$16.3K 0.15% 151
2025
Q2 		$859K Buy
3,506
+56
+2% +$12.7K 0.21% 115
2025
Q1 		$656K Buy
3,450
+126
+4% +$26.3K 0.17% 129
2024
Q4 		$705K Buy
+3,324
New +$724K 0.18% 131

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

Alliance Wealth Advisors (Utah)'s BMI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Badger Meter (BMI) stake by 14% in Q2 2026, selling an estimated $35.6K and leaving 1,675 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #208.

Alliance Wealth Advisors (Utah) first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $859K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,675 shares of Badger Meter worth $249K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 272 Badger Meter shares in Q2 2026, an estimated $35.6K.
  • Badger Meter made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #208 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • Alliance Wealth Advisors (Utah)'s Badger Meter position peaked at $859K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.