Diversify Advisory Services’s Badger Meter BMI Stock Holding History

Diversify Advisory Services’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	$1.28M	Buy	+9,974	New	+$1.31M	0.02%	550
2026 Q1	–	Sell	-2,316	Closed	-$398K	–	283
2025 Q4	$398K	Buy	2,316 +213	+10%	+$38.3K	0.01%	675
2025 Q3	$383K	Buy	2,103 +191	+10%	+$37.6K	0.01%	645
2025 Q2	$368K	Buy	1,912 +178	+10%	+$40.3K	0.01%	632
2025 Q1	$377K	Buy	1,734 +458	+36%	+$95.6K	0.02%	424
2024 Q4	$265K	Sell	1,276 -636	-33%	-$139K	0.01%	516
2024 Q3	$381K	Buy	1,912 +20	+1%	+$4.01K	0.02%	436
2024 Q2	$351K	Buy	1,892 +22	+1%	+$4.02K	0.02%	464
2024 Q1	$299K	Buy	+1,870	New	+$287K	0.02%	538

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 $3.37T AUM 44.26% 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

Diversify Advisory Services's BMI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Badger Meter (BMI) in Q2 2026: 9,974 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #550 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BMI as recently as Q4 2025.

Diversify Advisory Services first reported a position in BMI in Q1 2024 and has held it in 9 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Diversify Advisory Services held 9,974 shares of Badger Meter worth $1.28M as of Q2 2026.
Badger Meter was a new Diversify Advisory Services position in Q2 2026.
Badger Meter made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #550 holding.
Diversify Advisory Services first reported a position in Badger Meter in Q1 2024 and has held it in 9 quarters since.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.