Bank Julius Baer & Co’s Badger Meter BMI Stock Holding History

Bank Julius Baer & Co’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	$89K	Hold	600	–	–	﹤0.01%	550
2026 Q1	$91.4K	Hold	600	–	–	﹤0.01%	554
2025 Q4	$105K	Hold	600	–	–	﹤0.01%	531
2025 Q3	$107K	Hold	600	–	–	﹤0.01%	534
2025 Q2	$147K	Hold	600	–	–	﹤0.01%	465
2025 Q1	$114K	Buy	600 +56	+10%	+$11.7K	﹤0.01%	466
2024 Q4	$127K	Buy	544 +38	+8%	+$8.28K	﹤0.01%	452
2024 Q3	$131K	Sell	506 -33	-6%	-$6.61K	﹤0.01%	421
2024 Q2	$112K	Sell	539 -61	-10%	-$11.1K	﹤0.01%	375
2024 Q1	$97.1K	Hold	600	–	–	﹤0.01%	432
2023 Q4	$92.6K	Sell	600 -7	-1%	-$1.02K	﹤0.01%	447
2023 Q3	$87K	Buy	607 +18	+3%	+$2.84K	﹤0.01%	424
2023 Q2	$87K	Buy	+589	New	+$81.1K	﹤0.01%	464
2021 Q1	–	Sell	-9,824	Closed	-$924K	–	825
2020 Q4	$924K	Buy	+9,824	New	+$785K	0.01%	366

Other funds holding BMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co's BMI Position: Q2 2026 in Review

Bank Julius Baer & Co held its Badger Meter (BMI) position steady in Q2 2026 at 600 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bank Julius Baer & Co first reported a position in BMI in Q4 2020 and has held it in 14 quarters since. The position peaked at $924K in Q4 2020. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Bank Julius Baer & Co held 600 shares of Badger Meter worth $89K as of Q2 2026.
Bank Julius Baer & Co left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #550 holding.
Bank Julius Baer & Co first reported a position in Badger Meter in Q4 2020 and has held it in 14 quarters since.
Bank Julius Baer & Co's Badger Meter position peaked at $924K in Q4 2020.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.