Bellevue Asset Management’s Badger Meter BMI Stock Holding History

Bellevue 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	-15	Closed	-$2.62K	–	389
2025 Q4	$2.62K	Buy	15 +7	+88%	+$1.26K	﹤0.01%	410
2025 Q3	$1.43K	Buy	+8	New	+$1.57K	﹤0.01%	471

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bellevue Asset Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 15 shares — an estimated $2.62K sold.

Bellevue Asset Management first reported a position in BMI in Q3 2025 and held it in 2 quarters. The position peaked at $2.62K in Q4 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Bellevue Asset Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 15 Badger Meter shares in Q1 2026, an estimated $2.62K.
Bellevue Asset Management first reported a position in Badger Meter in Q3 2025 and held it in 2 quarters.
Bellevue Asset Management's Badger Meter position peaked at $2.62K in Q4 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.