Cerity Partners
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Cerity Partners’s Badger Meter BMI Stock Holding History

Cerity Partners’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
Q2 		$701K Sell
4,724
-56,431
-92% -$7.38M ﹤0.01% 2217
2026
Q1 		$9.32M Buy
61,155
+11,395
+23% +$1.79M 0.01% 727
2025
Q4 		$8.68M Sell
49,760
-2,613
-5% -$470K 0.01% 696
2025
Q3 		$9.35M Buy
52,373
+14,428
+38% +$2.84M 0.02% 608
2025
Q2 		$9.29M Sell
37,945
-4,303
-10% -$975K 0.02% 565
2025
Q1 		$8.04M Sell
42,248
-2,846
-6% -$594K 0.02% 567
2024
Q4 		$9.57M Sell
45,094
-6,283
-12% -$1.37M 0.02% 489
2024
Q3 		$11.2M Sell
51,377
-6,452
-11% -$1.29M 0.02% 456
2024
Q2 		$10.8M Buy
57,829
+3,544
+7% +$647K 0.03% 395
2024
Q1 		$8.78M Buy
54,285
+8,711
+19% +$1.34M 0.02% 489
2023
Q4 		$7.04M Buy
45,574
+8,779
+24% +$1.28M 0.02% 450
2023
Q3 		$5.29M Buy
36,795
+2,022
+6% +$319K 0.03% 409
2023
Q2 		$5.13M Buy
34,773
+34,280
+6,953% +$4.72M 0.02% 493
2023
Q1 		$605K Buy
+493
New +$57.6K ﹤0.01% 1204

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 $3.38T AUM 44.17% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's BMI Position: Q2 2026 in Review

Cerity Partners reduced its Badger Meter (BMI) stake by 92% in Q2 2026, selling an estimated $7.38M and leaving 4,724 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Cerity Partners first reported a position in BMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.2M in Q3 2024. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Cerity Partners held 4,724 shares of Badger Meter worth $701K as of Q2 2026.
  • Cerity Partners sold 56,431 Badger Meter shares in Q2 2026, an estimated $7.38M.
  • Badger Meter made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2217 holding.
  • Cerity Partners first reported a position in Badger Meter in Q1 2023 and has held it in 14 quarters since.
  • Cerity Partners's Badger Meter position peaked at $11.2M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.