CI
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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 – 114
2025
Q4 		$1.19M Sell
6,837
-6,969
-50% -$1.25M 0.06% 67
2025
Q3 		$2.25M Buy
13,806
+682
+5% +$134K 0.18% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cavalier Investments's BMI Position: Q1 2026 in Review

Cavalier Investments sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 6,837 shares — an estimated $1.19M sold.

Cavalier Investments first reported a position in BMI in Q2 2023 and held it in 11 quarters. The position peaked at $3.21M in Q2 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Cavalier Investments reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Cavalier Investments sold 6,837 Badger Meter shares in Q1 2026, an estimated $1.19M.
  • Cavalier Investments first reported a position in Badger Meter in Q2 2023 and held it in 11 quarters.
  • Cavalier Investments's Badger Meter position peaked at $3.21M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.