Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Badger Meter BMI Stock Holding History

Envestnet Portfolio Solutions’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 		$621K Buy
4,183
+59
+1% +$7.72K ﹤0.01% 897
2026
Q1 		$628K Buy
4,124
+205
+5% +$32.2K ﹤0.01% 802
2025
Q4 		$684K Buy
3,919
+22
+0.6% +$3.96K ﹤0.01% 921
2025
Q3 		$696K Sell
3,897
-1,074
-22% -$211K ﹤0.01% 889
2025
Q2 		$1.22M Buy
4,971
+2,575
+107% +$583K ﹤0.01% 726
2025
Q1 		$456K Buy
2,396
+761
+47% +$159K ﹤0.01% 1086
2024
Q4 		$347K Sell
1,635
-17
-1% -$3.7K ﹤0.01% 1432
2024
Q3 		$361K Sell
1,652
-56
-3% -$11.2K ﹤0.01% 1351
2024
Q2 		$318K Sell
1,708
-230
-12% -$42K ﹤0.01% 1352
2024
Q1 		$314K Buy
1,938
+142
+8% +$21.8K ﹤0.01% 1331
2023
Q4 		$277K Buy
1,796
+94
+6% +$13.7K ﹤0.01% 1335
2023
Q3 		$245K Buy
+1,702
New +$269K ﹤0.01% 1334

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

Envestnet Portfolio Solutions's BMI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Badger Meter (BMI) stake by 1.4% in Q2 2026, buying an estimated $7.72K and bringing the position to 4,183 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Envestnet Portfolio Solutions first reported a position in BMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,183 shares of Badger Meter worth $621K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 59 Badger Meter shares in Q2 2026, an estimated $7.72K.
  • Badger Meter made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #897 holding.
  • Envestnet Portfolio Solutions first reported a position in Badger Meter in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Badger Meter position peaked at $1.22M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.