Horizon Investments’s Badger Meter BMI Stock Holding History

Horizon Investments’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 Q3	–	Sell	-4,349	Closed	-$1.07M	–	1193
2025 Q2	$1.07M	Buy	+4,349	New	+$985K	0.02%	552
2025 Q1	–	Sell	-4	Closed	-$848	–	872
2024 Q4	$848	Sell	4 -2	-33%	-$436	﹤0.01%	824
2024 Q3	$1.31K	Buy	6 +2	+50%	+$401	﹤0.01%	756
2024 Q2	$745	Buy	+4	New	+$730	﹤0.01%	777

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Horizon Investments's BMI Position: Q3 2025 in Review

Horizon Investments sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 4,349 shares — an estimated $1.07M sold.

Horizon Investments first reported a position in BMI in Q2 2024 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Horizon Investments reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Horizon Investments sold 4,349 Badger Meter shares in Q3 2025, an estimated $1.07M.
Horizon Investments first reported a position in Badger Meter in Q2 2024 and held it in 4 quarters.
Horizon Investments's Badger Meter position peaked at $1.07M in Q2 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.