Corient Private Wealth
BMI icon

Corient Private Wealth’s Badger Meter BMI Stock Holding History

Corient Private Wealth’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 		$657K Sell
4,427
-1,336
-23% -$175K ﹤0.01% 2053
2026
Q1 		$878K Sell
5,763
-162
-3% -$25.4K ﹤0.01% 1724
2025
Q4 		$1.04M Sell
5,925
-2,676
-31% -$482K ﹤0.01% 1495
2025
Q3 		$1.54M Buy
8,601
+3,073
+56% +$604K ﹤0.01% 1198
2025
Q2 		$1.35M Sell
5,528
-348
-6% -$78.8K ﹤0.01% 1221
2025
Q1 		$1.12M Sell
5,876
-3,109
-35% -$649K ﹤0.01% 1224
2024
Q4 		$1.91M Sell
8,985
-705
-7% -$154K ﹤0.01% 1026
2024
Q3 		$2.12M Buy
9,690
+571
+6% +$114K ﹤0.01% 1069
2024
Q2 		$1.7M Sell
9,119
-2,925
-24% -$534K ﹤0.01% 1097
2024
Q1 		$1.95M Buy
12,044
+509
+4% +$78.2K ﹤0.01% 1029
2023
Q4 		$1.78M Buy
11,535
+717
+7% +$104K ﹤0.01% 1058
2023
Q3 		$1.56M Buy
10,818
+6,048
+127% +$955K ﹤0.01% 1010
2023
Q2 		$704K Buy
4,770
+1
+0% +$138 ﹤0.01% 1288
2023
Q1 		$581K Buy
4,769
+969
+26% +$113K ﹤0.01% 1310
2022
Q4 		$414K Buy
+3,800
New +$413K ﹤0.01% 1211

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 Private Wealth's BMI Position: Q2 2026 in Review

Corient Private Wealth reduced its Badger Meter (BMI) stake by 23% in Q2 2026, selling an estimated $175K and leaving 4,427 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Corient Private Wealth first reported a position in BMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2024. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Corient Private Wealth held 4,427 shares of Badger Meter worth $657K as of Q2 2026.
  • Corient Private Wealth sold 1,336 Badger Meter shares in Q2 2026, an estimated $175K.
  • Badger Meter made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2053 holding.
  • Corient Private Wealth first reported a position in Badger Meter in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Badger Meter position peaked at $2.12M in Q3 2024.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

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