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Corient IA’s Badger Meter BMI Stock Holding History

Corient IA’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 		$359K Hold
2,420
– – 0.33% 95
2026
Q1 		$369K Sell
2,420
-580
-19% -$91K 0.35% 103
2025
Q4 		$523K Hold
3,000
– – 0.49% 66
2025
Q3 		$536K Hold
3,000
– – 0.4% 84
2025
Q2 		$735K Hold
3,000
– – 0.43% 67
2025
Q1 		$571K Buy
+3,000
New +$626K 0.41% 82

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

Corient IA's BMI Position: Q2 2026 in Review

Corient IA held its Badger Meter (BMI) position steady in Q2 2026 at 2,420 shares worth $359K. The position accounts for 0.33% of the portfolio, ranked #95.

Corient IA first reported a position in BMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $735K in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Corient IA held 2,420 shares of Badger Meter worth $359K as of Q2 2026.
  • Corient IA left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up 0.33% of Corient IA's portfolio in Q2 2026, its #95 holding.
  • Corient IA first reported a position in Badger Meter in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Badger Meter position peaked at $735K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.