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 Q2	$3.26K	Hold	22	–	–	﹤0.01%	1330
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

Bogart Wealth LLC's BMI Position: Q2 2026 in Review

Bogart Wealth LLC held its Badger Meter (BMI) position steady in Q2 2026 at 22 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Bogart Wealth LLC first reported a position in BMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.39K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Bogart Wealth LLC held 22 shares of Badger Meter worth $3.26K as of Q2 2026.
Bogart Wealth LLC left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1330 holding.
Bogart Wealth LLC first reported a position in Badger Meter in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Badger Meter position peaked at $5.39K in Q2 2025.
481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.