Atria Wealth Solutions’s Badger Meter BMI Stock Holding History

Atria Wealth Solutions’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 Q2	$229K	Sell	935 -2,243	-71%	-$508K	0.01%	1301
2025 Q1	$605K	Sell	3,178 -95	-3%	-$19.8K	0.01%	1106
2024 Q4	$694K	Buy	3,273 +16	+0.5%	+$3.48K	0.01%	1079
2024 Q3	$711K	Buy	3,257 +781	+32%	+$157K	0.01%	1061
2024 Q2	$461K	Buy	2,476 +96	+4%	+$17.5K	0.01%	1283
2024 Q1	$385K	Buy	2,380 +373	+19%	+$57.3K	﹤0.01%	1389
2023 Q4	$310K	Buy	2,007 +9	+0.5%	+$1.31K	﹤0.01%	1478
2023 Q3	$287K	Buy	1,998 +251	+14%	+$39.6K	﹤0.01%	1442
2023 Q2	$258K	Hold	1,747	–	–	﹤0.01%	1534
2023 Q1	$213K	Buy	+1,747	New	+$204K	﹤0.01%	1639

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atria Wealth Solutions's BMI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Badger Meter (BMI) stake by 71% in Q2 2025, selling an estimated $508K and leaving 935 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1301.

Atria Wealth Solutions first reported a position in BMI in Q1 2023 and has held it in 10 quarters since. The position peaked at $711K in Q3 2024. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

Atria Wealth Solutions held 935 shares of Badger Meter worth $229K as of Q2 2025.
Atria Wealth Solutions sold 2,243 Badger Meter shares in Q2 2025, an estimated $508K.
Badger Meter made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1301 holding.
Atria Wealth Solutions first reported a position in Badger Meter in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Badger Meter position peaked at $711K in Q3 2024.
535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.