Bell Investment Advisors’s Badger Meter BMI Stock Holding History

Bell Investment Advisors’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	$6.38K	Sell	43 -11	-20%	-$1.44K	﹤0.01%	882
2026 Q1	$8.23K	Hold	54	–	–	﹤0.01%	764
2025 Q4	$9.42K	Buy	54 +3	+6%	+$540	﹤0.01%	716
2025 Q3	$9.11K	Hold	51	–	–	﹤0.01%	675
2025 Q2	$12.5K	Sell	51 -3	-6%	-$680	﹤0.01%	593
2025 Q1	$10.3K	Hold	54	–	–	﹤0.01%	594
2024 Q4	$11.5K	Sell	54 -12	-18%	-$2.61K	﹤0.01%	549
2024 Q3	$14.4K	Hold	66	–	–	﹤0.01%	482
2024 Q2	$12.3K	Buy	66 +8	+14%	+$1.46K	﹤0.01%	534
2024 Q1	$9.38K	Sell	58 -3	-5%	-$461	﹤0.01%	615
2023 Q4	$9.42K	Sell	61 -1	-2%	-$146	﹤0.01%	582
2023 Q3	$8.92K	Sell	62 -3	-5%	-$474	﹤0.01%	554
2023 Q2	$9.59K	Buy	65 +14	+27%	+$1.93K	﹤0.01%	523
2023 Q1	$6.21K	Buy	51 +11	+28%	+$1.29K	﹤0.01%	681
2022 Q4	$4.36K	Buy	40 +10	+33%	+$1.09K	﹤0.01%	881
2022 Q3	$3K	Buy	30 +6	+25%	+$557	﹤0.01%	879
2022 Q2	$2K	Buy	+24	New	+$1.98K	﹤0.01%	1100
2021 Q4	$1K	Buy	+10	New	+$1.05K	﹤0.01%	1358

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

Bell Investment Advisors's BMI Position: Q2 2026 in Review

Bell Investment Advisors reduced its Badger Meter (BMI) stake by 20% in Q2 2026, selling an estimated $1.44K and leaving 43 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Bell Investment Advisors first reported a position in BMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.4K in Q3 2024. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Bell Investment Advisors held 43 shares of Badger Meter worth $6.38K as of Q2 2026.
Bell Investment Advisors sold 11 Badger Meter shares in Q2 2026, an estimated $1.44K.
Badger Meter made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #882 holding.
Bell Investment Advisors first reported a position in Badger Meter in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Badger Meter position peaked at $14.4K in Q3 2024.
477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.