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Golden State Equity Partners’s Badger Meter BMI Stock Holding History

Golden State Equity 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
-21
Closed -$3.2K – 493
2026
Q1 		$3.2K Buy
+21
New +$3.3K ﹤0.01% 1576
2024
Q4 		– Sell
-84
Closed -$18.3K – 499
2024
Q3 		$18.3K Buy
+84
New +$16.8K ﹤0.01% 653

Other funds holding BMI

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Vanguard Portfolio Management
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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

Golden State Equity Partners's BMI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 21 shares — an estimated $3.2K sold.

Golden State Equity Partners first reported a position in BMI in Q3 2024 and held it in 2 quarters. The position peaked at $18.3K in Q3 2024. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 21 Badger Meter shares in Q2 2026, an estimated $3.2K.
  • Golden State Equity Partners first reported a position in Badger Meter in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Badger Meter position peaked at $18.3K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.