EWA
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EverSource Wealth Advisors’s Badger Meter BMI Stock Holding History

EverSource Wealth Advisors’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 		$37.8K Buy
255
+38
+18% +$4.97K ﹤0.01% 1958
2026
Q1 		$33.1K Sell
217
-2
-0.9% -$314 ﹤0.01% 2189
2025
Q4 		$38.2K Buy
219
+51
+30% +$9.18K ﹤0.01% 1938
2025
Q3 		$30K Sell
168
-39
-19% -$7.67K ﹤0.01% 2055
2025
Q2 		$50.7K Buy
207
+34
+20% +$7.7K ﹤0.01% 1605
2025
Q1 		$32.9K Buy
173
+31
+22% +$6.47K ﹤0.01% 1437
2024
Q4 		$30.1K Buy
142
+4
+3% +$871 ﹤0.01% 1410
2024
Q3 		$30.1K Hold
138
– – ﹤0.01% 1278
2024
Q2 		$28.5K Buy
138
+16
+13% +$2.92K ﹤0.01% 1345
2024
Q1 		$22.3K Buy
122
+3
+3% +$461 ﹤0.01% 1313
2023
Q4 		$18.4K Sell
119
-23
-16% -$3.35K ﹤0.01% 1273
2023
Q3 		$20.4K Sell
142
-4
-3% -$632 ﹤0.01% 1119
2023
Q2 		$21.5K Buy
146
+12
+9% +$1.65K ﹤0.01% 1130
2023
Q1 		$16.3K Sell
134
-5
-4% -$585 ﹤0.01% 1156
2022
Q4 		$15.2K Buy
139
+5
+4% +$543 ﹤0.01% 1167
2022
Q3 		$12K Buy
134
+108
+415% +$10K ﹤0.01% 1066
2022
Q2 		$2K Hold
26
– – ﹤0.01% 1470
2022
Q1 		$3K Buy
+26
New +$2.55K ﹤0.01% 1397

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

EverSource Wealth Advisors's BMI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Badger Meter (BMI) stake by 18% in Q2 2026, buying an estimated $4.97K and bringing the position to 255 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

EverSource Wealth Advisors first reported a position in BMI in Q1 2022 and has held it in 18 quarters since. The position peaked at $50.7K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • EverSource Wealth Advisors held 255 shares of Badger Meter worth $37.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 38 Badger Meter shares in Q2 2026, an estimated $4.97K.
  • Badger Meter made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1958 holding.
  • EverSource Wealth Advisors first reported a position in Badger Meter in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Badger Meter position peaked at $50.7K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.