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
Q1 		$433K Buy
+2,840
New +$446K 0.1% 126

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.B. Root & Company's BMI Position: Q1 2026 in Review

D.B. Root & Company opened a new position in Badger Meter (BMI) in Q1 2026: 2,840 shares worth $433K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings.

472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • D.B. Root & Company held 2,840 shares of Badger Meter worth $433K as of Q1 2026.
  • Badger Meter was a new D.B. Root & Company position in Q1 2026.
  • Badger Meter made up 0.1% of D.B. Root & Company's portfolio in Q1 2026, its #126 holding.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.