HWAM
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Hennion & Walsh Asset Management’s Badger Meter BMI Stock Holding History

Hennion & Walsh Asset Management’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 		$2.32M Sell
15,609
-5,162
-25% -$676K 0.07% 344
2026
Q1 		$3.16M Sell
20,771
-4,595
-18% -$721K 0.11% 246
2025
Q4 		$4.42M Buy
25,366
+1,413
+6% +$254K 0.15% 170
2025
Q3 		$4.28M Sell
23,953
-2,232
-9% -$439K 0.15% 167
2025
Q2 		$6.41M Buy
26,185
+152
+0.6% +$34.4K 0.26% 72
2025
Q1 		$4.95M Sell
26,033
-6
-0% -$1.25K 0.22% 99
2024
Q4 		$5.52M Buy
26,039
+170
+0.7% +$37K 0.25% 86
2024
Q3 		$5.65M Buy
25,869
+3,233
+14% +$648K 0.26% 81
2024
Q2 		$4.22M Buy
22,636
+2,964
+15% +$541K 0.22% 110
2024
Q1 		$3.18M Buy
19,672
+4,426
+29% +$680K 0.17% 158
2023
Q4 		$2.35M Buy
15,246
+4,051
+36% +$590K 0.13% 221
2023
Q3 		$1.61M Buy
11,195
+7,813
+231% +$1.23M 0.1% 252
2023
Q2 		$499K Buy
3,382
+1,593
+89% +$219K 0.03% 506
2023
Q1 		$218K Buy
+1,789
New +$209K 0.01% 721

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Hennion & Walsh Asset Management's BMI Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Badger Meter (BMI) stake by 25% in Q2 2026, selling an estimated $676K and leaving 15,609 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #344.

Hennion & Walsh Asset Management first reported a position in BMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.41M in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Hennion & Walsh Asset Management held 15,609 shares of Badger Meter worth $2.32M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 5,162 Badger Meter shares in Q2 2026, an estimated $676K.
  • Badger Meter made up 0.07% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #344 holding.
  • Hennion & Walsh Asset Management first reported a position in Badger Meter in Q1 2023 and has held it in 14 quarters since.
  • Hennion & Walsh Asset Management's Badger Meter position peaked at $6.41M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.