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Coldstream Capital Management’s Badger Meter BMI Stock Holding History

Coldstream Capital Management’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
2025
Q3 		– Sell
-9,011
Closed -$2.21M – 1219
2025
Q2 		$2.21M Buy
9,011
+186
+2% +$42.1K 0.04% 258
2025
Q1 		$1.68M Buy
+8,825
New +$1.84M 0.04% 282
2016
Q2 		– Sell
-8,526
Closed -$284K – 231
2016
Q1 		$284K Buy
8,526
+764
+10% +$23.6K 0.05% 180
2015
Q4 		$227K Buy
+7,762
New +$231K 0.05% 174

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's BMI Position: Q3 2025 in Review

Coldstream Capital Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 9,011 shares — an estimated $2.21M sold.

Coldstream Capital Management first reported a position in BMI in Q4 2015 and held it in 4 quarters. The position peaked at $2.21M in Q2 2025. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Coldstream Capital Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 9,011 Badger Meter shares in Q3 2025, an estimated $2.21M.
  • Coldstream Capital Management first reported a position in Badger Meter in Q4 2015 and held it in 4 quarters.
  • Coldstream Capital Management's Badger Meter position peaked at $2.21M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Coldstream Capital Management's 13F filing for Q3 2025, filed 19 Nov 2025.