Freestone Grove Partners’s Badger Meter BMI Stock Holding History

Freestone Grove Partners’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	-1,284	Closed	-$196K	–	1047
2026 Q1	$196K	Buy	+1,284	New	+$202K	﹤0.01%	740
2025 Q4	–	Sell	-1,316	Closed	-$235K	–	743
2025 Q3	$235K	Sell	1,316 -1,333	-50%	-$262K	﹤0.01%	645
2025 Q2	$649K	Buy	+2,649	New	+$600K	﹤0.01%	491
2025 Q1	–	Sell	-1,615	Closed	-$343K	–	599
2024 Q4	$343K	Buy	+1,615	New	+$352K	﹤0.01%	445

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Freestone Grove Partners's BMI Position: Q2 2026 in Review

Freestone Grove Partners sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1,284 shares — an estimated $196K sold.

Freestone Grove Partners first reported a position in BMI in Q4 2024 and held it in 4 quarters. The position peaked at $649K in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Freestone Grove Partners reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 1,284 Badger Meter shares in Q2 2026, an estimated $196K.
Freestone Grove Partners first reported a position in Badger Meter in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's Badger Meter position peaked at $649K in Q2 2025.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.