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Clearstead Advisors’s Badger Meter BMI Stock Holding History

Clearstead Advisors’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 		$111K Buy
750
+47
+7% +$6.15K ﹤0.01% 1260
2026
Q1 		$107K Sell
703
-33
-4% -$5.18K ﹤0.01% 1125
2025
Q4 		$128K Buy
736
+5
+0.7% +$900 ﹤0.01% 1046
2025
Q3 		$131K Sell
731
-242
-25% -$47.6K ﹤0.01% 983
2025
Q2 		$238K Buy
973
+252
+35% +$57.1K ﹤0.01% 846
2025
Q1 		$137K Hold
721
– – ﹤0.01% 916
2024
Q4 		$153K Hold
721
– – ﹤0.01% 921
2024
Q3 		$157K Buy
721
+703
+3,906% +$141K ﹤0.01% 922
2024
Q2 		$3.35K Buy
+18
New +$3.29K ﹤0.01% 1754

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
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

Clearstead Advisors's BMI Position: Q2 2026 in Review

Clearstead Advisors increased its Badger Meter (BMI) stake by 6.7% in Q2 2026, buying an estimated $6.15K and bringing the position to 750 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Clearstead Advisors first reported a position in BMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $238K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Clearstead Advisors held 750 shares of Badger Meter worth $111K as of Q2 2026.
  • Clearstead Advisors bought 47 Badger Meter shares in Q2 2026, an estimated $6.15K.
  • Badger Meter made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1260 holding.
  • Clearstead Advisors first reported a position in Badger Meter in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Badger Meter position peaked at $238K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.