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Blue Trust Inc’s Badger Meter BMI Stock Holding History

Blue Trust Inc’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
-6
Closed -$914 – 2467
2026
Q1 		$914 Sell
6
-336
-98% -$52.7K ﹤0.01% 2270
2025
Q4 		$59.6K Sell
342
-226
-40% -$40.7K ﹤0.01% 1287
2025
Q3 		$101K Buy
568
+369
+185% +$72.6K ﹤0.01% 1063
2025
Q2 		$48.7K Buy
199
+16
+9% +$3.62K ﹤0.01% 1464
2025
Q1 		$34.8K Buy
183
+134
+273% +$28K ﹤0.01% 1516
2024
Q4 		$10.4K Sell
49
-152
-76% -$33.1K ﹤0.01% 1830
2024
Q3 		$37.5K Buy
201
+183
+1,017% +$36.7K ﹤0.01% 1687
2024
Q2 		$2.91K Buy
18
+17
+1,700% +$3.1K ﹤0.01% 2347
2024
Q1 		$162 Sell
1
-4
-80% -$614 ﹤0.01% 2090
2023
Q4 		$1K Buy
+5
New +$728 ﹤0.01% 2269
2023
Q3 		– Sell
-6
Closed -$1K – 2047
2023
Q2 		$1K Hold
6
– – ﹤0.01% 1809
2023
Q1 		$1K Buy
+6
New +$701 ﹤0.01% 2110
2022
Q3 		– Sell
-8
Closed -$1K – 2092
2022
Q2 		$1K Buy
+8
New +$661 ﹤0.01% 1746

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

Blue Trust Inc's BMI Position: Q2 2026 in Review

Blue Trust Inc sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 6 shares — an estimated $914 sold.

Blue Trust Inc first reported a position in BMI in Q2 2022 and held it in 13 quarters. The position peaked at $101K in Q3 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Blue Trust Inc reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 6 Badger Meter shares in Q2 2026, an estimated $914.
  • Blue Trust Inc first reported a position in Badger Meter in Q2 2022 and held it in 13 quarters.
  • Blue Trust Inc's Badger Meter position peaked at $101K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.