CJ
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Caitlin John’s Badger Meter BMI Stock Holding History

Caitlin John’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 		$485K Buy
3,266
+1,183
+57% +$155K 0.26% 93
2026
Q1 		$317K Buy
2,083
+126
+6% +$19.8K 0.19% 100
2025
Q4 		$341K Buy
1,957
+1,781
+1,012% +$321K 0.22% 111
2025
Q3 		$31.4K Buy
+176
New +$34.6K 0.02% 328
2025
Q1 		– Sell
-209
Closed -$44.3K – 202
2024
Q4 		$44.3K Hold
209
– – 0.03% 246
2024
Q3 		$46.7K Buy
209
+162
+345% +$32.5K 0.03% 249
2024
Q2 		$8.69K Hold
47
– – 0.01% 479
2024
Q1 		$7.54K Sell
47
-29
-38% -$4.45K 0.01% 505
2023
Q4 		$11.7K Buy
+76
New +$11.1K 0.01% 417

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

Caitlin John's BMI Position: Q2 2026 in Review

Caitlin John increased its Badger Meter (BMI) stake by 57% in Q2 2026, buying an estimated $155K and bringing the position to 3,266 shares worth $485K. The position accounts for 0.26% of the portfolio, ranked #93.

Caitlin John first reported a position in BMI in Q4 2023 and has held it in 9 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Caitlin John held 3,266 shares of Badger Meter worth $485K as of Q2 2026.
  • Caitlin John bought 1,183 Badger Meter shares in Q2 2026, an estimated $155K.
  • Badger Meter made up 0.26% of Caitlin John's portfolio in Q2 2026, its #93 holding.
  • Caitlin John first reported a position in Badger Meter in Q4 2023 and has held it in 9 quarters since.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.