Capstone Investment Advisors
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Capstone Investment Advisors’s Badger Meter BMI Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-2,466
Closed -$440K – 1626
2025
Q3 		$440K Buy
2,466
+1,403
+132% +$276K ﹤0.01% 1464
2025
Q2 		$260K Buy
+1,063
New +$241K ﹤0.01% 1451
2024
Q1 		– Sell
-1,504
Closed -$232K – 2348
2023
Q4 		$232K Sell
1,504
-1,084
-42% -$158K ﹤0.01% 1717
2023
Q3 		$372K Buy
2,588
+312
+14% +$49.3K ﹤0.01% 1477
2023
Q2 		$336K Buy
+2,276
New +$313K ﹤0.01% 1347

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Capstone Investment Advisors's BMI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 2,466 shares — an estimated $440K sold.

Capstone Investment Advisors first reported a position in BMI in Q2 2023 and held it in 5 quarters. The position peaked at $440K in Q3 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,466 Badger Meter shares in Q4 2025, an estimated $440K.
  • Capstone Investment Advisors first reported a position in Badger Meter in Q2 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Badger Meter position peaked at $440K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.