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Institute for Wealth Management’s Badger Meter BMI Stock Holding History

Institute for 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
Q2 		$144K Buy
+969
New +$127K 0.01% 601
2025
Q3 		– Sell
-1,077
Closed -$264K – 564
2025
Q2 		$264K Sell
1,077
-62
-5% -$14K 0.03% 468
2025
Q1 		$217K Sell
1,139
-588
-34% -$123K 0.03% 492
2024
Q4 		$366K Buy
1,727
+253
+17% +$55.1K 0.05% 359
2024
Q3 		$322K Buy
1,474
+170
+13% +$34.1K 0.04% 400
2024
Q2 		$243K Buy
+1,304
New +$238K 0.03% 440

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Institute for Wealth Management's BMI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Badger Meter (BMI) in Q2 2026: 969 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BMI as recently as Q2 2025.

Institute for Wealth Management first reported a position in BMI in Q2 2024 and has held it in 6 quarters since. The position peaked at $366K in Q4 2024. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Institute for Wealth Management held 969 shares of Badger Meter worth $144K as of Q2 2026.
  • Badger Meter was a new Institute for Wealth Management position in Q2 2026.
  • Badger Meter made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Institute for Wealth Management first reported a position in Badger Meter in Q2 2024 and has held it in 6 quarters since.
  • Institute for Wealth Management's Badger Meter position peaked at $366K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.