Aureus Asset Management’s Badger Meter BMI Stock Holding History

Aureus Asset Management’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	–	Sell	-2,803	Closed	-$489K	–	230
2025 Q4	$489K	Hold	2,803	–	–	0.03%	125
2025 Q3	$501K	Hold	2,803	–	–	0.03%	128
2025 Q2	$687K	Hold	2,803	–	–	0.04%	110
2025 Q1	$533K	Hold	2,803	–	–	0.04%	120
2024 Q4	$595K	Hold	2,803	–	–	0.04%	116
2024 Q3	$612K	Hold	2,803	–	–	0.04%	115
2024 Q2	$522K	Hold	2,803	–	–	0.04%	117
2024 Q1	$454K	Hold	2,803	–	–	0.03%	128
2023 Q4	$433K	Hold	2,803	–	–	0.03%	128
2023 Q3	$403K	Buy	+2,803	New	+$443K	0.03%	132

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Aureus Asset Management's BMI Position: Q1 2026 in Review

Aureus Asset Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 2,803 shares — an estimated $489K sold.

Aureus Asset Management first reported a position in BMI in Q3 2023 and held it in 10 quarters. The position peaked at $687K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Aureus Asset Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Aureus Asset Management sold 2,803 Badger Meter shares in Q1 2026, an estimated $489K.
Aureus Asset Management first reported a position in Badger Meter in Q3 2023 and held it in 10 quarters.
Aureus Asset Management's Badger Meter position peaked at $687K in Q2 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.