Bogart Wealth LLC’s Badger Meter BMI Stock Holding History

Bogart Wealth LLC’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	$3.35K	Hold	22	–	–	﹤0.01%	1162
2025 Q4	$3.84K	Hold	22	–	–	﹤0.01%	1056
2025 Q3	$3.93K	Hold	22	–	–	﹤0.01%	1026
2025 Q2	$5.39K	Hold	22	–	–	﹤0.01%	927
2025 Q1	$4.19K	Hold	22	–	–	﹤0.01%	932
2024 Q4	$4.67K	Hold	22	–	–	﹤0.01%	898
2024 Q3	$4.8K	Hold	22	–	–	﹤0.01%	839
2024 Q2	$4.1K	Hold	22	–	–	﹤0.01%	826
2024 Q1	$3.56K	Hold	22	–	–	﹤0.01%	831
2023 Q4	$3.4K	Hold	22	–	–	﹤0.01%	821
2023 Q3	$3.17K	Hold	22	–	–	﹤0.01%	819
2023 Q2	$3.25K	Hold	22	–	–	﹤0.01%	806
2023 Q1	$2.68K	Buy	+22	New	+$2.57K	﹤0.01%	853

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