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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
Q2 		$775K Buy
5,224
+2,063
+65% +$270K 0.01% 1255
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
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 $3.38T AUM 44.17% 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

Atria Investments's BMI Position: Q2 2026 in Review

Atria Investments increased its Badger Meter (BMI) stake by 65% in Q2 2026, buying an estimated $270K and bringing the position to 5,224 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #1255.

Atria Investments first reported a position in BMI in Q4 2019 and has held it in 11 quarters since. The position peaked at $829K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Atria Investments held 5,224 shares of Badger Meter worth $775K as of Q2 2026.
  • Atria Investments bought 2,063 Badger Meter shares in Q2 2026, an estimated $270K.
  • Badger Meter made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1255 holding.
  • Atria Investments first reported a position in Badger Meter in Q4 2019 and has held it in 11 quarters since.
  • Atria Investments's Badger Meter position peaked at $829K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.