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Carderock Capital Management’s Badger Meter BMI Stock Holding History

Carderock Capital Management’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 		– Sell
-14,010
Closed -$2.44M – 75
2025
Q4 		$2.44M Sell
14,010
-4,482
-24% -$807K 0.59% 44
2025
Q3 		$3.3M Buy
18,492
+7,702
+71% +$1.52M 0.8% 50
2025
Q2 		$2.64M Buy
+10,790
New +$2.44M 0.68% 48

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Carderock Capital Management's BMI Position: Q1 2026 in Review

Carderock Capital Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 14,010 shares — an estimated $2.44M sold.

Carderock Capital Management first reported a position in BMI in Q2 2025 and held it in 3 quarters. The position peaked at $3.3M in Q3 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Carderock Capital Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Carderock Capital Management sold 14,010 Badger Meter shares in Q1 2026, an estimated $2.44M.
  • Carderock Capital Management first reported a position in Badger Meter in Q2 2025 and held it in 3 quarters.
  • Carderock Capital Management's Badger Meter position peaked at $3.3M in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Carderock Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.