DWM
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Diversify Wealth Management’s Badger Meter BMI Stock Holding History

Diversify Wealth Management’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
+955
+11% +$125K 0.02% 550
2026
Q1 		$1.06M Buy
9,019
+2,880
+47% +$452K 0.02% 578
2025
Q4 		$1.05M Buy
6,139
+212
+4% +$38.2K 0.05% 315
2025
Q3 		$1.08M Buy
5,927
+178
+3% +$35K 0.06% 264
2025
Q2 		$1.11M Buy
5,749
+507
+10% +$115K 0.07% 256
2025
Q1 		$1.14M Buy
5,242
+733
+16% +$153K 0.08% 226
2024
Q4 		$936K Buy
+4,509
New +$982K 0.07% 229

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's BMI Position: Q2 2026 in Review

Diversify Wealth Management increased its Badger Meter (BMI) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 9,974 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #550.

Diversify Wealth Management first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Diversify Wealth Management held 9,974 shares of Badger Meter worth $1.28M as of Q2 2026.
  • Diversify Wealth Management bought 955 Badger Meter shares in Q2 2026, an estimated $125K.
  • Badger Meter made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Diversify Wealth Management first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.