IHT Wealth Management’s Badger Meter BMI Stock Holding History

IHT Wealth Management’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	–	Sell	-2,766	Closed	-$482K	–	1266
2025 Q4	$482K	Buy	2,766 +15	+0.5%	+$2.7K	0.01%	781
2025 Q3	$491K	Sell	2,751 -25	-0.9%	-$4.92K	0.01%	745
2025 Q2	$680K	Sell	2,776 -94	-3%	-$21.3K	0.02%	612
2025 Q1	$546K	Sell	2,870 -2,881	-50%	-$601K	0.02%	640
2024 Q4	$1.22M	Sell	5,751 -132	-2%	-$28.7K	0.04%	388
2024 Q3	$1.28M	Buy	5,883 +702	+14%	+$141K	0.04%	433
2024 Q2	$965K	Sell	5,181 -115	-2%	-$21K	0.04%	446
2024 Q1	$857K	Buy	+5,296	New	+$813K	0.03%	471

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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