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Bailard’s Badger Meter BMI Stock Holding History

Bailard’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 		– Sell
-4,054
Closed -$771K – 765
2025
Q1 		$771K Buy
4,054
+400
+11% +$83.5K 0.02% 351
2024
Q4 		$775K Buy
3,654
+151
+4% +$32.9K 0.02% 344
2024
Q3 		$765K Buy
3,503
+268
+8% +$53.7K 0.02% 359
2024
Q2 		$603K Sell
3,235
-48
-1% -$8.77K 0.02% 413
2024
Q1 		$531K Sell
3,283
-61
-2% -$9.37K 0.01% 449
2023
Q4 		$516K Buy
3,344
+420
+14% +$61.2K 0.02% 450
2023
Q3 		$421K Buy
2,924
+664
+29% +$105K 0.01% 449
2023
Q2 		$333K Sell
2,260
-1,098
-33% -$151K 0.01% 481
2023
Q1 		$409K Sell
3,358
-39
-1% -$4.56K 0.01% 437
2022
Q4 		$370K Buy
3,397
+6
+0.2% +$652 0.01% 463
2022
Q3 		$313K Sell
3,391
-219
-6% -$20.3K 0.01% 451
2022
Q2 		$292K Buy
3,610
+123
+4% +$10.2K 0.01% 492
2022
Q1 		$348K Buy
3,487
+1,359
+64% +$133K 0.01% 487
2021
Q4 		$227K Sell
2,128
-63
-3% -$6.63K 0.01% 641
2021
Q3 		$222K Hold
2,191
– – 0.01% 642
2021
Q2 		$215K Sell
2,191
-1,413
-39% -$134K 0.01% 653
2021
Q1 		$335K Buy
+3,604
New +$363K 0.01% 482

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bailard's BMI Position: Q2 2025 in Review

Bailard sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 4,054 shares — an estimated $771K sold.

Bailard first reported a position in BMI in Q1 2021 and held it in 17 quarters. The position peaked at $775K in Q4 2024. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Bailard reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 4,054 Badger Meter shares in Q2 2025, an estimated $771K.
  • Bailard first reported a position in Badger Meter in Q1 2021 and held it in 17 quarters.
  • Bailard's Badger Meter position peaked at $775K in Q4 2024.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.