Edgestream Partners’s Badger Meter BMI Stock Holding History

Edgestream Partners’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	$3.51M	Buy	23,010 +20,704	+898%	+$3.25M	0.12%	341
2025 Q4	$402K	Buy	+2,306	New	+$415K	0.01%	846
2025 Q3	–	Sell	-42,072	Closed	-$10.3M	–	879
2025 Q2	$10.3M	Buy	42,072 +6,496	+18%	+$1.47M	0.29%	67
2025 Q1	$6.77M	Buy	35,576 +12,125	+52%	+$2.53M	0.23%	136
2024 Q4	$4.97M	Buy	23,451 +3,649	+18%	+$795K	0.21%	154
2024 Q3	$4.32M	Buy	19,802 +1,690	+9%	+$339K	0.19%	167
2024 Q2	$3.38M	Sell	18,112 -11,776	-39%	-$2.15M	0.16%	216
2024 Q1	$4.84M	Buy	29,888 +894	+3%	+$137K	0.24%	120
2023 Q4	$4.48M	Buy	28,994 +23,631	+441%	+$3.44M	0.32%	44
2023 Q3	$772K	Buy	5,363 +3,152	+143%	+$498K	0.06%	476
2023 Q2	$326K	Buy	+2,211	New	+$304K	0.03%	617

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