Focus Partners Wealth
BMI icon

Focus Partners Wealth’s Badger Meter BMI Stock Holding History

Focus Partners Wealth’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 		$223K Sell
1,504
-551
-27% -$72.1K ﹤0.01% 2436
2026
Q1 		$314K Sell
2,055
-92
-4% -$14.4K ﹤0.01% 2169
2025
Q4 		$375K Sell
2,147
-5,845
-73% -$1.05M ﹤0.01% 2098
2025
Q3 		$531K Buy
7,992
+5,237
+190% +$1.03M ﹤0.01% 1593
2025
Q2 		$675K Buy
2,755
+184
+7% +$41.7K ﹤0.01% 1298
2025
Q1 		$489K Sell
2,571
-4
-0.2% -$835 ﹤0.01% 1357
2024
Q4 		$546K Buy
2,575
+208
+9% +$45.3K ﹤0.01% 1283
2024
Q3 		$517K Buy
+2,367
New +$474K ﹤0.01% 1140

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

Focus Partners Wealth's BMI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Badger Meter (BMI) stake by 27% in Q2 2026, selling an estimated $72.1K and leaving 1,504 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Focus Partners Wealth first reported a position in BMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $675K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Focus Partners Wealth held 1,504 shares of Badger Meter worth $223K as of Q2 2026.
  • Focus Partners Wealth sold 551 Badger Meter shares in Q2 2026, an estimated $72.1K.
  • Badger Meter made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2436 holding.
  • Focus Partners Wealth first reported a position in Badger Meter in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Badger Meter position peaked at $675K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.