CIA
BMI icon

Concurrent Investment Advisors’s Badger Meter BMI Stock Holding History

Concurrent Investment 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 		– Sell
-1,314
Closed -$200K – 2110
2026
Q1 		$200K Sell
1,314
-369
-22% -$57.9K ﹤0.01% 1753
2025
Q4 		$294K Buy
+1,683
New +$303K ﹤0.01% 1418

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

Concurrent Investment Advisors's BMI Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1,314 shares — an estimated $200K sold.

Concurrent Investment Advisors first reported a position in BMI in Q4 2025 and held it in 2 quarters. The position peaked at $294K in Q4 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,314 Badger Meter shares in Q2 2026, an estimated $200K.
  • Concurrent Investment Advisors first reported a position in Badger Meter in Q4 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Badger Meter position peaked at $294K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.