FORA Capital’s Badger Meter BMI Stock Holding History

FORA Capital’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	$399K	Buy	+2,622	New	+$412K	0.03%	332
2025 Q3	–	Sell	-2,768	Closed	-$678K	–	494
2025 Q2	$678K	Buy	+2,768	New	+$627K	0.08%	277
2024 Q3	–	Sell	-3,168	Closed	-$590K	–	449
2024 Q2	$590K	Sell	3,168 -38	-1%	-$6.94K	0.07%	278
2024 Q1	$519K	Buy	+3,206	New	+$492K	0.04%	322
2021 Q2	–	Sell	-2,022	Closed	-$188K	–	890
2021 Q1	$188K	Buy	+2,022	New	+$204K	0.06%	298

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FORA Capital's BMI Position: Q1 2026 in Review

FORA Capital opened a new position in Badger Meter (BMI) in Q1 2026: 2,622 shares worth $399K. The stake represents 0.03% of the portfolio and ranks #332 among its holdings. This is a return to the name: FORA Capital previously reported a position in BMI as recently as Q2 2025.

FORA Capital first reported a position in BMI in Q1 2021 and has held it in 5 quarters since. The position peaked at $678K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

FORA Capital held 2,622 shares of Badger Meter worth $399K as of Q1 2026.
Badger Meter was a new FORA Capital position in Q1 2026.
Badger Meter made up 0.03% of FORA Capital's portfolio in Q1 2026, its #332 holding.
FORA Capital first reported a position in Badger Meter in Q1 2021 and has held it in 5 quarters since.
FORA Capital's Badger Meter position peaked at $678K in Q2 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.