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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAG Wealth Partners's BMI Position: Q1 2026 in Review

IAG Wealth Partners held its Badger Meter (BMI) position steady in Q1 2026 at 100 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

IAG Wealth Partners first reported a position in BMI in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.5K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • IAG Wealth Partners held 100 shares of Badger Meter worth $15.2K as of Q1 2026.
  • IAG Wealth Partners left its Badger Meter share count unchanged in Q1 2026.
  • Badger Meter made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #335 holding.
  • IAG Wealth Partners first reported a position in Badger Meter in Q2 2022 and has held it in 16 quarters since.
  • IAG Wealth Partners's Badger Meter position peaked at $24.5K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.