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Great Lakes Retirement’s Badger Meter BMI Stock Holding History

Great Lakes Retirement’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 		– Sell
-1,892
Closed -$338K – 217
2025
Q3 		$338K Sell
1,892
-19
-1% -$3.74K 0.04% 183
2025
Q2 		$468K Sell
1,911
-2
-0.1% -$453 0.06% 174
2025
Q1 		$364K Sell
1,913
-30
-2% -$6.26K 0.05% 184
2024
Q4 		$412K Sell
1,943
-66
-3% -$14.4K 0.05% 179
2024
Q3 		$439K Buy
2,009
+7
+0.3% +$1.4K 0.06% 175
2024
Q2 		$373K Buy
2,002
+13
+0.7% +$2.37K 0.05% 175
2024
Q1 		$322K Buy
1,989
+4
+0.2% +$614 0.05% 196
2023
Q4 		$306K Sell
1,985
-2
-0.1% -$291 0.05% 196
2023
Q3 		$286K Buy
+1,987
New +$314K 0.05% 198

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Great Lakes Retirement's BMI Position: Q4 2025 in Review

Great Lakes Retirement sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 1,892 shares — an estimated $338K sold.

Great Lakes Retirement first reported a position in BMI in Q3 2023 and held it in 9 quarters. The position peaked at $468K in Q2 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Great Lakes Retirement reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 1,892 Badger Meter shares in Q4 2025, an estimated $338K.
  • Great Lakes Retirement first reported a position in Badger Meter in Q3 2023 and held it in 9 quarters.
  • Great Lakes Retirement's Badger Meter position peaked at $468K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.