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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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

Clearstead Advisors's BMI Position: Q1 2026 in Review

Clearstead Advisors reduced its Badger Meter (BMI) stake by 4.5% in Q1 2026, selling an estimated $5.18K and leaving 703 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Clearstead Advisors first reported a position in BMI in Q2 2024 and has held it in 8 quarters since. The position peaked at $238K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Clearstead Advisors held 703 shares of Badger Meter worth $107K as of Q1 2026.
  • Clearstead Advisors sold 33 Badger Meter shares in Q1 2026, an estimated $5.18K.
  • Badger Meter made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1125 holding.
  • Clearstead Advisors first reported a position in Badger Meter in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Badger Meter position peaked at $238K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.