Global Retirement Partners’s Badger Meter BMI Stock Holding History

Global Retirement 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
2025 Q4	$189K	Buy	1,084 +344	+46%	+$61.9K	﹤0.01%	1510
2025 Q3	$132K	Sell	740 -14	-2%	-$2.75K	﹤0.01%	1381
2025 Q2	$185K	Buy	+754	New	+$171K	﹤0.01%	1137
2024 Q4	$161K	Sell	760 -119	-14%	-$25.9K	﹤0.01%	1046
2024 Q3	$192K	Hold	879	–	–	0.01%	926
2024 Q2	$164K	Hold	879	–	–	0.01%	970
2024 Q1	$142K	Hold	879	–	–	0.01%	926
2023 Q4	$133K	Sell	879 -594	-40%	-$86.5K	0.01%	911
2023 Q3	$210K	Buy	1,473 +46	+3%	+$7.27K	0.01%	647
2023 Q2	$211K	Sell	1,427 -5	-0.3%	-$688	0.01%	677
2023 Q1	$194K	Buy	1,432 +1,345	+1,546%	+$157K	0.01%	678
2022 Q4	$9.49K	Buy	87 +8	+10%	+$869	﹤0.01%	1802
2022 Q3	$9K	Buy	79 +20	+34%	+$1.86K	﹤0.01%	1709
2022 Q2	$5K	Sell	59 -10	-14%	-$826	﹤0.01%	1864
2022 Q1	$5K	Buy	+69	New	+$6.76K	﹤0.01%	1868

Other funds holding BMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Global Retirement Partners's BMI Position: Q4 2025 in Review

Global Retirement Partners increased its Badger Meter (BMI) stake by 46% in Q4 2025, buying an estimated $61.9K and bringing the position to 1,084 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Global Retirement Partners first reported a position in BMI in Q1 2022 and has held it in 15 quarters since. The position peaked at $211K in Q2 2023. 485 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

Global Retirement Partners held 1,084 shares of Badger Meter worth $189K as of Q4 2025.
Global Retirement Partners bought 344 Badger Meter shares in Q4 2025, an estimated $61.9K.
Badger Meter made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1510 holding.
Global Retirement Partners first reported a position in Badger Meter in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Badger Meter position peaked at $211K in Q2 2023.
485 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.