Atria Investments’s Badger Meter BMI Stock Holding History

Atria Investments’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 Q1	$482K	Buy	3,161 +842	+36%	+$132K	0.01%	1469
2025 Q4	$404K	Buy	2,319 +643	+38%	+$116K	﹤0.01%	1572
2025 Q3	$299K	Sell	1,676 -1,709	-50%	-$336K	﹤0.01%	1722
2025 Q2	$829K	Buy	3,385 +564	+20%	+$128K	0.01%	1142
2025 Q1	$537K	Buy	2,821 +123	+5%	+$25.7K	0.01%	1320
2024 Q4	$572K	Buy	2,698 +158	+6%	+$34.4K	0.01%	1257
2024 Q3	$555K	Buy	2,540 +1	+0%	+$200	0.01%	1266
2024 Q2	$473K	Buy	+2,539	New	+$464K	0.01%	1333
2020 Q2	–	Sell	-4,360	Closed	-$234K	–	558
2020 Q1	$234K	Sell	4,360 -73	-2%	-$4.45K	0.02%	487
2019 Q4	$288K	Buy	+4,433	New	+$263K	0.01%	990

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return