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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
Q2 		– Sell
-2,622
Closed -$399K – 383
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
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

FORA Capital's BMI Position: Q2 2026 in Review

FORA Capital sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 2,622 shares — an estimated $399K sold.

FORA Capital first reported a position in BMI in Q1 2021 and held it in 5 quarters. The position peaked at $678K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • FORA Capital reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 2,622 Badger Meter shares in Q2 2026, an estimated $399K.
  • FORA Capital first reported a position in Badger Meter in Q1 2021 and held it in 5 quarters.
  • FORA Capital's Badger Meter position peaked at $678K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.