IAG Wealth Partners’s Badger Meter BMI Stock Holding History

IAG Wealth 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	$14.8K	Hold	100	–	–	﹤0.01%	345
2026 Q1	$15.2K	Hold	100	–	–	﹤0.01%	335
2025 Q4	$17.4K	Hold	100	–	–	﹤0.01%	306
2025 Q3	$17.9K	Hold	100	–	–	﹤0.01%	317
2025 Q2	$24.5K	Hold	100	–	–	﹤0.01%	264
2025 Q1	$19K	Hold	100	–	–	﹤0.01%	279
2024 Q4	$21.2K	Hold	100	–	–	﹤0.01%	276
2024 Q3	$21.8K	Hold	100	–	–	﹤0.01%	275
2024 Q2	$18.6K	Hold	100	–	–	﹤0.01%	271
2024 Q1	$16.2K	Hold	100	–	–	﹤0.01%	262
2023 Q4	$15.4K	Hold	100	–	–	﹤0.01%	262
2023 Q3	$14.4K	Hold	100	–	–	﹤0.01%	257
2023 Q2	$14.8K	Hold	100	–	–	﹤0.01%	271
2023 Q1	$12.2K	Hold	100	–	–	﹤0.01%	284
2022 Q4	$10.9K	Hold	100	–	–	﹤0.01%	276
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	282
2022 Q2	$8K	Buy	+100	New	+$8.27K	﹤0.01%	291

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAG Wealth Partners's BMI Position: Q2 2026 in Review

IAG Wealth Partners held its Badger Meter (BMI) position steady in Q2 2026 at 100 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

IAG Wealth Partners first reported a position in BMI in Q2 2022 and has held it in 17 quarters since. The position peaked at $24.5K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

IAG Wealth Partners held 100 shares of Badger Meter worth $14.8K as of Q2 2026.
IAG Wealth Partners left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #345 holding.
IAG Wealth Partners first reported a position in Badger Meter in Q2 2022 and has held it in 17 quarters since.
IAG Wealth Partners's Badger Meter position peaked at $24.5K in Q2 2025.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.