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Crewe Advisors’s Badger Meter BMI Stock Holding History

Crewe Advisors’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 		– Sell
-7
Closed -$1.22K – 1051
2025
Q4 		$1.22K Buy
+7
New +$1.26K ﹤0.01% 962
2024
Q3 		– Sell
-106
Closed -$19.8K – 750
2024
Q2 		$19.8K Buy
106
+79
+293% +$14.4K ﹤0.01% 554
2024
Q1 		$4.37K Buy
+27
New +$4.15K ﹤0.01% 754
2021
Q3 		– Sell
-21
Closed -$2K – 404
2021
Q2 		$2K Sell
21
-45
-68% -$4.25K ﹤0.01% 390
2021
Q1 		$6K Hold
66
– – ﹤0.01% 341
2020
Q4 		$6K Hold
66
– – ﹤0.01% 322
2020
Q3 		$4K Buy
+66
New +$4.21K ﹤0.01% 384

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's BMI Position: Q1 2026 in Review

Crewe Advisors sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 7 shares — an estimated $1.22K sold.

Crewe Advisors first reported a position in BMI in Q3 2020 and held it in 7 quarters. The position peaked at $19.8K in Q2 2024. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Crewe Advisors reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 7 Badger Meter shares in Q1 2026, an estimated $1.22K.
  • Crewe Advisors first reported a position in Badger Meter in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's Badger Meter position peaked at $19.8K in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.