DCM
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Donaldson Capital Management’s Badger Meter BMI Stock Holding History

Donaldson Capital 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
2025
Q3 		– Sell
-16,469
Closed -$4.03M – 234
2025
Q2 		$4.03M Buy
16,469
+110
+0.7% +$24.9K 0.15% 76
2025
Q1 		$3.11M Buy
16,359
+1,830
+13% +$382K 0.12% 88
2024
Q4 		$3.08M Buy
+14,529
New +$3.16M 0.12% 85

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Donaldson Capital Management's BMI Position: Q3 2025 in Review

Donaldson Capital Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 16,469 shares — an estimated $4.03M sold.

Donaldson Capital Management first reported a position in BMI in Q4 2024 and held it in 3 quarters. The position peaked at $4.03M in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Donaldson Capital Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 16,469 Badger Meter shares in Q3 2025, an estimated $4.03M.
  • Donaldson Capital Management first reported a position in Badger Meter in Q4 2024 and held it in 3 quarters.
  • Donaldson Capital Management's Badger Meter position peaked at $4.03M in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Donaldson Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.