Legato Capital Management’s Badger Meter BMI Stock Holding History

Legato Capital 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	$618K	Hold	4,167	–	–	0.05%	477
2026 Q1	$635K	Buy	4,167 +635	+18%	+$99.7K	0.06%	466
2025 Q4	$616K	Sell	3,532 -3,333	-49%	-$600K	0.05%	492
2025 Q3	$1.23M	Buy	6,865 +2,062	+43%	+$406K	0.13%	239
2025 Q2	$1.18M	Sell	4,803 -612	-11%	-$139K	0.14%	233
2025 Q1	$1.03M	Sell	5,415 -66	-1%	-$13.8K	0.14%	240
2024 Q4	$1.16M	Hold	5,481	–	–	0.15%	250
2024 Q3	$1.2M	Buy	5,481 +814	+17%	+$163K	0.15%	249
2024 Q2	$870K	Hold	4,667	–	–	0.12%	291
2024 Q1	$755K	Buy	4,667 +1,309	+39%	+$201K	0.09%	344
2023 Q4	$518K	Buy	3,358 +503	+18%	+$73.3K	0.07%	409
2023 Q3	$411K	Buy	+2,855	New	+$451K	0.06%	438

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

Legato Capital Management's BMI Position: Q2 2026 in Review

Legato Capital Management held its Badger Meter (BMI) position steady in Q2 2026 at 4,167 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #477.

Legato Capital Management first reported a position in BMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Legato Capital Management held 4,167 shares of Badger Meter worth $618K as of Q2 2026.
Legato Capital Management left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up 0.05% of Legato Capital Management's portfolio in Q2 2026, its #477 holding.
Legato Capital Management first reported a position in Badger Meter in Q3 2023 and has held it in 12 quarters since.
Legato Capital Management's Badger Meter position peaked at $1.23M in Q3 2025.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.