Clark Wealth Partners’s Badger Meter BMI Stock Holding History

Clark Wealth 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 Q1	–	Sell	-52	Closed	-$9.07K	–	613
2025 Q4	$9.07K	Hold	52	–	–	0.01%	252
2025 Q3	$9.07K	Sell	52 -40	-43%	-$7.87K	0.01%	252
2025 Q2	$22.5K	Buy	+92	New	+$20.8K	0.02%	150

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clark Wealth Partners's BMI Position: Q1 2026 in Review

Clark Wealth Partners sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 52 shares — an estimated $9.07K sold.

Clark Wealth Partners first reported a position in BMI in Q2 2025 and held it in 3 quarters. The position peaked at $22.5K in Q2 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Clark Wealth Partners reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Clark Wealth Partners sold 52 Badger Meter shares in Q1 2026, an estimated $9.07K.
Clark Wealth Partners first reported a position in Badger Meter in Q2 2025 and held it in 3 quarters.
Clark Wealth Partners's Badger Meter position peaked at $22.5K in Q2 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.