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Covestor’s Badger Meter BMI Stock Holding History

Covestor’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
Q1 		$82K Sell
541
-593
-52% -$93.1K 0.06% 384
2025
Q4 		$198K Buy
1,134
+62
+6% +$11.2K 0.1% 222
2025
Q3 		$192K Buy
1,072
+2
+0.2% +$393 0.11% 230
2025
Q2 		$262K Buy
1,070
+52
+5% +$11.8K 0.15% 92
2025
Q1 		$194K Buy
1,018
+73
+8% +$15.2K 0.13% 168
2024
Q4 		$201K Buy
945
+10
+1% +$2.18K 0.13% 170
2024
Q3 		$204K Buy
935
+38
+4% +$7.62K 0.13% 162
2024
Q2 		$167K Buy
897
+435
+94% +$79.4K 0.11% 217
2024
Q1 		$75K Sell
462
-275
-37% -$42.2K 0.05% 706
2023
Q4 		$114K Sell
737
-6
-0.8% -$874 0.08% 407
2023
Q3 		$107K Sell
743
-17
-2% -$2.69K 0.08% 374
2023
Q2 		$112K Buy
760
+2
+0.3% +$275 0.09% 369
2023
Q1 		$92K Sell
758
-97
-11% -$11.3K 0.08% 420
2022
Q4 		$93K Buy
+855
New +$92.9K 0.08% 421
2022
Q3 		– Sell
-5
Closed – – 2007
2022
Q2 		$0 Sell
5
-1
-17% -$83 ﹤0.01% 1923
2022
Q1 		$1K Sell
6
-2
-25% -$196 ﹤0.01% 1739
2021
Q4 		$1K Buy
+8
New +$843 ﹤0.01% 1656

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Covestor's BMI Position: Q1 2026 in Review

Covestor reduced its Badger Meter (BMI) stake by 52% in Q1 2026, selling an estimated $93.1K and leaving 541 shares worth $82K. The position accounts for 0.06% of the portfolio, ranked #384.

Covestor first reported a position in BMI in Q4 2021 and has held it in 17 quarters since. The position peaked at $262K in Q2 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Covestor held 541 shares of Badger Meter worth $82K as of Q1 2026.
  • Covestor sold 593 Badger Meter shares in Q1 2026, an estimated $93.1K.
  • Badger Meter made up 0.06% of Covestor's portfolio in Q1 2026, its #384 holding.
  • Covestor first reported a position in Badger Meter in Q4 2021 and has held it in 17 quarters since.
  • Covestor's Badger Meter position peaked at $262K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.