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Congress Wealth Management’s Badger Meter BMI Stock Holding History

Congress Wealth 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
Q2 		$16.2M Sell
66,221
-223
-0.3% -$50.5K 0.16% 162
2025
Q1 		$12.6M Buy
66,444
+5,541
+9% +$1.16M 0.15% 168
2024
Q4 		$12.9M Buy
60,903
+13,982
+30% +$3.04M 0.18% 168
2024
Q3 		$10.2M Buy
46,921
+739
+2% +$148K 0.14% 206
2024
Q2 		$8.61M Buy
46,182
+2,051
+5% +$375K 0.14% 193
2024
Q1 		$7.14M Sell
44,131
-1,126
-2% -$173K 0.12% 193
2023
Q4 		$6.99M Buy
45,257
+2,742
+6% +$399K 0.13% 190
2023
Q3 		$6.12M Buy
42,515
+5,130
+14% +$810K 0.13% 191
2023
Q2 		$5.52M Sell
37,385
-196
-0.5% -$27K 0.13% 179
2023
Q1 		$4.58M Buy
37,581
+2,261
+6% +$264K 0.11% 195
2022
Q4 		$3.85M Buy
35,320
+30,362
+612% +$3.3M 0.1% 202
2022
Q3 		$459K Buy
4,958
+38
+0.8% +$3.53K 0.01% 418
2022
Q2 		$398K Buy
4,920
+91
+2% +$7.52K 0.01% 436
2022
Q1 		$481K Buy
4,829
+1,300
+37% +$127K 0.01% 448
2021
Q4 		$376K Buy
+3,529
New +$372K 0.01% 499

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Congress Wealth Management's BMI Position: Q2 2025 in Review

Congress Wealth Management reduced its Badger Meter (BMI) stake by 0.34% in Q2 2025, selling an estimated $50.5K and leaving 66,221 shares worth $16.2M. The position accounts for 0.16% of the portfolio, ranked #162.

Congress Wealth Management first reported a position in BMI in Q4 2021 and has held it in 15 quarters since. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Congress Wealth Management held 66,221 shares of Badger Meter worth $16.2M as of Q2 2025.
  • Congress Wealth Management sold 223 Badger Meter shares in Q2 2025, an estimated $50.5K.
  • Badger Meter made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #162 holding.
  • Congress Wealth Management first reported a position in Badger Meter in Q4 2021 and has held it in 15 quarters since.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.