HIA
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Harbor Investment Advisory’s Badger Meter BMI Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-416
Closed -$72.6K – 1244
2025
Q4 		$72.6K Hold
416
– – 0.01% 578
2025
Q3 		$74.3K Buy
+416
New +$81.8K 0.01% 563

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's BMI Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 416 shares — an estimated $72.6K sold.

Harbor Investment Advisory first reported a position in BMI in Q3 2025 and held it in 2 quarters. The position peaked at $74.3K in Q3 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 416 Badger Meter shares in Q1 2026, an estimated $72.6K.
  • Harbor Investment Advisory first reported a position in Badger Meter in Q3 2025 and held it in 2 quarters.
  • Harbor Investment Advisory's Badger Meter position peaked at $74.3K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.