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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
Q2 		$80K Sell
540
-1
-0.2% -$131 0.05% 495
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 $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

Covestor's BMI Position: Q2 2026 in Review

Covestor reduced its Badger Meter (BMI) stake by 0.18% in Q2 2026, selling an estimated $131 and leaving 540 shares worth $80K. The position accounts for 0.05% of the portfolio, ranked #495.

Covestor first reported a position in BMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $262K in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Covestor held 540 shares of Badger Meter worth $80K as of Q2 2026.
  • Covestor sold 1 Badger Meter share in Q2 2026, an estimated $131.
  • Badger Meter made up 0.05% of Covestor's portfolio in Q2 2026, its #495 holding.
  • Covestor first reported a position in Badger Meter in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Badger Meter position peaked at $262K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.