Belpointe Asset Management’s Badger Meter BMI Stock Holding History

Belpointe 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 Q2	$26.6M	Buy	178,964 +4	+0%	+$523	0.87%	21
2026 Q1	$27.3M	Hold	178,960	–	–	1%	19
2025 Q4	$31.2M	Sell	178,960 -205	-0.1%	-$36.9K	1.13%	16
2025 Q3	$32M	Buy	179,165 +148	+0.1%	+$29.1K	1.22%	13
2025 Q2	$43.9M	Buy	179,017 +56	+0%	+$12.7K	1.83%	8
2025 Q1	$34M	Sell	178,961 -169	-0.1%	-$35.3K	1.77%	8
2024 Q4	$37.1M	Hold	179,130	–	–	2.23%	6
2024 Q3	$39.1M	Hold	179,130	–	–	2.35%	6
2024 Q2	$33.4M	Hold	179,130	–	–	2.33%	6
2024 Q1	$29M	Hold	179,130	–	–	2.17%	7
2023 Q4	$27.7M	Hold	179,130	–	–	2.43%	4
2023 Q3	$25.8M	Hold	179,130	–	–	2.67%	4
2023 Q2	$26.4M	Buy	179,130 +96,239	+116%	+$13.2M	2.8%	4
2023 Q1	$10.1M	Sell	82,891 -361	-0.4%	-$42.2K	0.55%	26
2022 Q4	$9.08M	Buy	83,252 +1,122	+1%	+$122K	0.55%	25
2022 Q3	$7.59M	Buy	82,130 +128	+0.2%	+$11.9K	0.51%	33
2022 Q2	$6.63M	Hold	82,002	–	–	0.44%	34
2022 Q1	$8.18M	Hold	82,002	–	–	0.5%	31
2021 Q4	$8.74M	Hold	82,002	–	–	0.54%	25
2021 Q3	$8.29M	Hold	82,002	–	–	0.57%	22
2021 Q2	$8.05M	Buy	82,002 +2	+0%	+$189	0.58%	25
2021 Q1	$7.63M	Sell	82,000 -30,000	-27%	-$3.02M	0.65%	22
2020 Q4	$10.5M	Hold	112,000	–	–	0.95%	13
2020 Q3	$7.32M	Hold	112,000	–	–	0.81%	19
2020 Q2	$7.05M	Sell	112,000 -16,000	-13%	-$950K	0.91%	14
2020 Q1	$6.86M	Hold	128,000	–	–	1.2%	10
2019 Q4	$8.31M	Hold	128,000	–	–	1.05%	11
2019 Q3	$6.87M	Hold	128,000	–	–	1.11%	11
2019 Q2	$7.64M	Hold	128,000	–	–	1.5%	7
2019 Q1	$7.12M	Sell	128,000 -92,000	-42%	-$5.11M	1.39%	13
2018 Q4	$10.8M	Buy	+220,000	New	+$11.3M	2.74%	3

Other funds holding BMI

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Belpointe Asset Management's BMI Position: Q2 2026 in Review

Belpointe Asset Management increased its Badger Meter (BMI) stake by 0% in Q2 2026, buying an estimated $523 and bringing the position to 178,964 shares worth $26.6M. The position accounts for 0.87% of the portfolio, ranked #21.

Belpointe Asset Management first reported a position in BMI in Q4 2018 and has held it in 31 quarters since. The position peaked at $43.9M in Q2 2025. 151 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Belpointe Asset Management held 178,964 shares of Badger Meter worth $26.6M as of Q2 2026.
Belpointe Asset Management bought 4 Badger Meter shares in Q2 2026, an estimated $523.
Badger Meter made up 0.87% of Belpointe Asset Management's portfolio in Q2 2026, its #21 holding.
Belpointe Asset Management first reported a position in Badger Meter in Q4 2018 and has held it in 31 quarters since.
Belpointe Asset Management's Badger Meter position peaked at $43.9M in Q2 2025.
151 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.