BHWM
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Bay Harbor Wealth Management’s Badger Meter BMI Stock Holding History

Bay Harbor Wealth 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
Q2 		– Sell
-3
Closed -$457 – 1298
2026
Q1 		$457 Buy
3
+1
+50% +$157 ﹤0.01% 1017
2025
Q4 		$348 Hold
2
– – ﹤0.01% 982
2025
Q3 		$357 Buy
2
+1
+100% +$197 ﹤0.01% 853
2025
Q2 		$244 Hold
1
– – ﹤0.01% 861
2025
Q1 		$190 Buy
+1
New +$209 ﹤0.01% 690

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's BMI Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 3 shares — an estimated $457 sold.

Bay Harbor Wealth Management first reported a position in BMI in Q1 2025 and held it in 5 quarters. The position peaked at $457 in Q1 2026. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 Badger Meter shares in Q2 2026, an estimated $457.
  • Bay Harbor Wealth Management first reported a position in Badger Meter in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's Badger Meter position peaked at $457 in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.