CWP
BMI icon

Concord Wealth Partners’s Badger Meter BMI Stock Holding History

Concord 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
Q2 		$445 Buy
+3
New +$393 ﹤0.01% 821
2026
Q1 		– Sell
-3
Closed -$523 – 265
2025
Q4 		$523 Hold
3
– – ﹤0.01% 752
2025
Q3 		$536 Hold
3
– – ﹤0.01% 765
2025
Q2 		$735 Buy
+3
New +$680 ﹤0.01% 770

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

Concord Wealth Partners's BMI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Badger Meter (BMI) in Q2 2026: 3 shares worth $445. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BMI as recently as Q4 2025.

Concord Wealth Partners first reported a position in BMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $735 in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Concord Wealth Partners held 3 shares of Badger Meter worth $445 as of Q2 2026.
  • Badger Meter was a new Concord Wealth Partners position in Q2 2026.
  • Badger Meter made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #821 holding.
  • Concord Wealth Partners first reported a position in Badger Meter in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Badger Meter position peaked at $735 in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.