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Annis Gardner Whiting Capital Advisors’s Badger Meter BMI Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-10
Closed -$2.45K – 1222
2025
Q2 		$2.45K Buy
+10
New +$2.27K ﹤0.01% 930
2024
Q2 		– Sell
-302
Closed -$48.9K – 951
2024
Q1 		$48.9K Buy
+302
New +$46.4K 0.02% 385

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BMI Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 10 shares — an estimated $2.45K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BMI in Q1 2024 and held it in 2 quarters. The position peaked at $48.9K in Q1 2024. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 10 Badger Meter shares in Q3 2025, an estimated $2.45K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Badger Meter in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Badger Meter position peaked at $48.9K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.