GRP
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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
2026
Q2 		$265K Buy
+1,785
New +$234K ﹤0.01% 1404
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

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BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Global Retirement Partners's BMI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Badger Meter (BMI) in Q2 2026: 1,785 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BMI as recently as Q4 2025.

Global Retirement Partners first reported a position in BMI in Q1 2022 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Global Retirement Partners held 1,785 shares of Badger Meter worth $265K as of Q2 2026.
  • Badger Meter was a new Global Retirement Partners position in Q2 2026.
  • Badger Meter made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1404 holding.
  • Global Retirement Partners first reported a position in Badger Meter in Q1 2022 and has held it in 16 quarters since.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.