Curio Wealth’s Badger Meter BMI Stock Holding History

Curio 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	–	Sell	-1	Closed	-$152	–	215
2026 Q1	$152	Buy	+1	New	+$157	﹤0.01%	871

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Curio Wealth's BMI Position: Q2 2026 in Review

Curio Wealth sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1 share — an estimated $152 sold.

Curio Wealth first reported a position in BMI in Q1 2026 and held it in 1 quarter. The position peaked at $152 in Q1 2026. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Curio Wealth reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Badger Meter share in Q2 2026, an estimated $152.
Curio Wealth first reported a position in Badger Meter in Q1 2026 and held it in 1 quarter.
Curio Wealth's Badger Meter position peaked at $152 in Q1 2026.
481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

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