Cavalier Investments’s Badger Meter BMI Stock Holding History

Cavalier Investments’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	-6,837	Closed	-$1.19M	–	115
2025 Q4	$1.19M	Sell	6,837 -6,969	-50%	-$1.25M	0.37%	67
2025 Q3	$2.25M	Buy	13,806 +682	+5%	+$134K	0.91%	62
2025 Q2	$3.21M	Sell	13,124 -253	-2%	-$57.3K	0.97%	25
2025 Q1	$2.54M	Sell	13,377 -22	-0.2%	-$4.59K	0.86%	33
2024 Q4	$2.84M	Buy	13,399 +528	+4%	+$115K	0.95%	24
2024 Q3	$2.81M	Buy	12,871 +759	+6%	+$152K	0.86%	31
2024 Q2	$2.26M	Buy	12,112 +341	+3%	+$62.3K	0.69%	40
2024 Q1	$1.9M	Buy	11,771 +625	+6%	+$96K	0.7%	40
2023 Q4	$1.72M	Buy	11,146 +264	+2%	+$38.5K	0.63%	45
2023 Q3	$1.57M	Buy	10,882 +384	+4%	+$60.7K	0.61%	50
2023 Q2	$1.55M	Buy	+10,498	New	+$1.45M	0.56%	53

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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