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High Note Wealth’s Badger Meter BMI Stock Holding History

High Note Wealth’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 		$1.33K Sell
9
-3
-25% -$393 ﹤0.01% 890
2026
Q1 		$1.83K Sell
12
-10
-45% -$1.57K ﹤0.01% 813
2025
Q4 		$3.84K Sell
22
-1
-4% -$180 ﹤0.01% 617
2025
Q3 		$4.11K Buy
23
+2
+10% +$393 ﹤0.01% 555
2025
Q2 		$5.14K Sell
21
-1
-5% -$227 ﹤0.01% 415
2025
Q1 		$4.19K Hold
22
– – ﹤0.01% 491
2024
Q4 		$4.67K Buy
+22
New +$4.79K ﹤0.01% 464

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 $3.37T 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

High Note Wealth's BMI Position: Q2 2026 in Review

High Note Wealth reduced its Badger Meter (BMI) stake by 25% in Q2 2026, selling an estimated $393 and leaving 9 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

High Note Wealth first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.14K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • High Note Wealth held 9 shares of Badger Meter worth $1.33K as of Q2 2026.
  • High Note Wealth sold 3 Badger Meter shares in Q2 2026, an estimated $393.
  • Badger Meter made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #890 holding.
  • High Note Wealth first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Badger Meter position peaked at $5.14K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.