Lido Advisors
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Lido Advisors’s Badger Meter BMI Stock Holding History

Lido Advisors’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
2025
Q3 		– Sell
-5,373
Closed -$1.32M – 1838
2025
Q2 		$1.32M Buy
5,373
+651
+14% +$147K 0.01% 733
2025
Q1 		$898K Buy
+4,722
New +$985K ﹤0.01% 816
2023
Q2 		– Sell
-9,192
Closed -$1.12M – 1227
2023
Q1 		$1.12M Buy
+9,192
New +$1.07M 0.01% 453
2022
Q3 		– Sell
-3,847
Closed -$311K – 954
2022
Q2 		$311K Buy
+3,847
New +$318K ﹤0.01% 726

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Lido Advisors's BMI Position: Q3 2025 in Review

Lido Advisors sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 5,373 shares — an estimated $1.32M sold.

Lido Advisors first reported a position in BMI in Q2 2022 and held it in 4 quarters. The position peaked at $1.32M in Q2 2025. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Lido Advisors reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 5,373 Badger Meter shares in Q3 2025, an estimated $1.32M.
  • Lido Advisors first reported a position in Badger Meter in Q2 2022 and held it in 4 quarters.
  • Lido Advisors's Badger Meter position peaked at $1.32M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.