Creative Planning’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.91M | Sell |
26,378
-1,631
| -6% | -$213K | ﹤0.01% | 1588 |
|
|
2026
Q1 | $4.27M | Buy |
28,009
+8,149
| +41% | +$1.28M | ﹤0.01% | 1322 |
|
|
2025
Q4 | $3.46M | Buy |
19,860
+2,400
| +14% | +$432K | ﹤0.01% | 1274 |
|
|
2025
Q3 | $3.12M | Sell |
17,460
-5,387
| -24% | -$1.06M | ﹤0.01% | 1189 |
|
|
2025
Q2 | $5.6M | Buy |
22,847
+4,998
| +28% | +$1.13M | ﹤0.01% | 722 |
|
|
2025
Q1 | $3.4M | Buy |
17,849
+1,867
| +12% | +$390K | ﹤0.01% | 877 |
|
|
2024
Q4 | $3.39M | Buy |
15,982
+2,407
| +18% | +$524K | ﹤0.01% | 837 |
|
|
2024
Q3 | $2.96M | Buy |
13,575
+2,536
| +23% | +$508K | ﹤0.01% | 868 |
|
|
2024
Q2 | $2.06M | Buy |
11,039
+1,159
| +12% | +$212K | ﹤0.01% | 971 |
|
|
2024
Q1 | $1.6M | Buy |
9,880
+1,000
| +11% | +$154K | ﹤0.01% | 1067 |
|
|
2023
Q4 | $1.37M | Buy |
8,880
+647
| +8% | +$94.2K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $1.18M | Buy |
8,233
+515
| +7% | +$81.4K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $1.14M | Buy |
7,718
+1,014
| +15% | +$140K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $817K | Buy |
6,704
+173
| +3% | +$20.2K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $712K | Buy |
6,531
+250
| +4% | +$27.2K | ﹤0.01% | 1217 |
|
|
2022
Q3 | $580K | Buy |
6,281
+838
| +15% | +$77.7K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $440K | Buy |
5,443
+220
| +4% | +$18.2K | ﹤0.01% | 1386 |
|
|
2022
Q1 | $521K | Buy |
5,223
+33
| +0.6% | +$3.23K | ﹤0.01% | 1303 |
|
|
2021
Q4 | $553K | Sell |
5,190
-357
| -6% | -$37.6K | ﹤0.01% | 1248 |
|
|
2021
Q3 | $561K | Buy |
5,547
+21
| +0.4% | +$2.15K | ﹤0.01% | 1224 |
|
|
2021
Q2 | $542K | Buy |
5,526
+44
| +0.8% | +$4.16K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $510K | Buy |
5,482
+487
| +10% | +$49K | ﹤0.01% | 1427 |
|
|
2020
Q4 | $470K | Buy |
4,995
+10
| +0.2% | +$799 | ﹤0.01% | 1359 |
|
|
2020
Q3 | $326K | Buy |
4,985
+14
| +0.3% | +$894 | ﹤0.01% | 1367 |
|
|
2020
Q2 | $313K | Buy |
+4,971
| New | +$295K | ﹤0.01% | 1272 |
|
|
2017
Q3 | – | Sell |
-236
| Closed | -$9K | – | 2102 |
|
|
2017
Q2 | $9K | Hold |
236
| – | – | ﹤0.01% | 3675 |
|
|
2017
Q1 | $9K | Hold |
236
| – | – | ﹤0.01% | 3636 |
|
|
2016
Q4 | $9K | Hold |
236
| – | – | ﹤0.01% | 3596 |
|
|
2016
Q3 | $8K | Hold |
236
| – | – | ﹤0.01% | 3630 |
|
|
2016
Q2 | $9K | Hold |
236
| – | – | ﹤0.01% | 3300 |
|
|
2016
Q1 | $8K | Hold |
236
| – | – | ﹤0.01% | 3322 |
|
|
2015
Q4 | $7K | Hold |
236
| – | – | ﹤0.01% | 3486 |
|
|
2015
Q3 | $7K | Buy |
+236
| New | +$6.99K | ﹤0.01% | 3416 |
|
|
2015
Q2 | – | Sell |
-236
| Closed | -$7K | – | 1322 |
|
|
2015
Q1 | $7K | Sell |
236
-116
| -33% | -$3.38K | ﹤0.01% | 3378 |
|
|
2014
Q4 | $10K | Sell |
352
-102
| -22% | -$2.79K | ﹤0.01% | 3108 |
|
|
2014
Q3 | $11K | Buy |
454
+218
| +92% | +$5.6K | ﹤0.01% | 2881 |
|
|
2014
Q2 | $6K | Hold |
236
| – | – | ﹤0.01% | 3101 |
|
|
2014
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 2984 |
|
|
2013
Q4 | $6K | Sell |
236
-1,900
| -89% | -$49.3K | ﹤0.01% | 2759 |
|
|
2013
Q3 | $50K | Hold |
2,136
| – | – | ﹤0.01% | 1500 |
|
|
2013
Q2 | $48K | Buy |
+2,136
| New | +$48.9K | ﹤0.01% | 1400 |
|
Other funds holding BMI
BTW
Creative Planning's BMI Position: Q2 2026 in Review
Creative Planning reduced its Badger Meter (BMI) stake by 5.8% in Q2 2026, selling an estimated $213K and leaving 26,378 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.
Creative Planning first reported a position in BMI in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.6M in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.
- Creative Planning held 26,378 shares of Badger Meter worth $3.91M as of Q2 2026.
- Creative Planning sold 1,631 Badger Meter shares in Q2 2026, an estimated $213K.
- Badger Meter made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1588 holding.
- Creative Planning first reported a position in Badger Meter in Q2 2013 and has held it in 41 quarters since.
- Creative Planning's Badger Meter position peaked at $5.6M in Q2 2025.
- 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.