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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return