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Cape Investment Advisory’s Badger Meter BMI Stock Holding History

Cape Investment Advisory’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
2025
Q2 		– Sell
-33
Closed -$6.28K – 1182
2025
Q1 		$6.28K Hold
33
– – ﹤0.01% 696
2024
Q4 		$7K Hold
33
– – ﹤0.01% 662
2024
Q3 		$7.21K Hold
33
– – ﹤0.01% 625
2024
Q2 		$6.15K Buy
33
+26
+371% +$4.75K ﹤0.01% 616
2024
Q1 		$1.13K Buy
+7
New +$1.07K ﹤0.01% 836

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cape Investment Advisory's BMI Position: Q2 2025 in Review

Cape Investment Advisory sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 33 shares — an estimated $6.28K sold.

Cape Investment Advisory first reported a position in BMI in Q1 2024 and held it in 5 quarters. The position peaked at $7.21K in Q3 2024. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Cape Investment Advisory reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 33 Badger Meter shares in Q2 2025, an estimated $6.28K.
  • Cape Investment Advisory first reported a position in Badger Meter in Q1 2024 and held it in 5 quarters.
  • Cape Investment Advisory's Badger Meter position peaked at $7.21K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.