HCP
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Holt Capital Partners’s Badger Meter BMI Stock Holding History

Holt Capital 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 		$466K Sell
3,141
-600
-16% -$78.5K 0.05% 129
2026
Q1 		$570K Sell
3,741
-165
-4% -$25.9K 0.08% 113
2025
Q4 		$681K Buy
+3,906
New +$703K 0.09% 105

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Vanguard Capital Management
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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

Holt Capital Partners's BMI Position: Q2 2026 in Review

Holt Capital Partners reduced its Badger Meter (BMI) stake by 16% in Q2 2026, selling an estimated $78.5K and leaving 3,141 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #129.

Holt Capital Partners first reported a position in BMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $681K in Q4 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Holt Capital Partners held 3,141 shares of Badger Meter worth $466K as of Q2 2026.
  • Holt Capital Partners sold 600 Badger Meter shares in Q2 2026, an estimated $78.5K.
  • Badger Meter made up 0.05% of Holt Capital Partners's portfolio in Q2 2026, its #129 holding.
  • Holt Capital Partners first reported a position in Badger Meter in Q4 2025 and has held it in 3 quarters since.
  • Holt Capital Partners's Badger Meter position peaked at $681K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.