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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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