DBRC
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D.B. Root & Company’s Badger Meter BMI Stock Holding History

D.B. Root & Company’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 		$629K Buy
4,236
+1,396
+49% +$183K 0.13% 103
2026
Q1 		$433K Buy
+2,840
New +$446K 0.1% 126

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

D.B. Root & Company's BMI Position: Q2 2026 in Review

D.B. Root & Company increased its Badger Meter (BMI) stake by 49% in Q2 2026, buying an estimated $183K and bringing the position to 4,236 shares worth $629K. The position accounts for 0.13% of the portfolio, ranked #103.

D.B. Root & Company first reported a position in BMI in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • D.B. Root & Company held 4,236 shares of Badger Meter worth $629K as of Q2 2026.
  • D.B. Root & Company bought 1,396 Badger Meter shares in Q2 2026, an estimated $183K.
  • Badger Meter made up 0.13% of D.B. Root & Company's portfolio in Q2 2026, its #103 holding.
  • D.B. Root & Company first reported a position in Badger Meter in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.