MIP
BMI icon

Marietta Investment Partners’s Badger Meter BMI Stock Holding History

Marietta Investment 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
Q2 		$607K Sell
4,088
-833
-17% -$109K 0.1% 118
2026
Q1 		$750K Sell
4,921
-1,650
-25% -$259K 0.15% 100
2025
Q4 		$1.15M Sell
6,571
-1,963
-23% -$353K 0.23% 81
2025
Q3 		$1.52M Sell
8,534
-5,251
-38% -$1.03M 0.29% 77
2025
Q2 		$3.38M Buy
13,785
+350
+3% +$79.3K 0.74% 39
2025
Q1 		$2.56M Sell
13,435
-6,565
-33% -$1.37M 0.62% 46
2024
Q4 		$4.24M Sell
20,000
-1
-0% -$218 0.93% 33
2024
Q3 		$4.37M Buy
20,001
+4,120
+26% +$826K 0.93% 35
2024
Q2 		$2.96M Buy
15,881
+9,275
+140% +$1.69M 0.65% 43
2024
Q1 		$1.07M Buy
6,606
+750
+13% +$115K 0.23% 82
2023
Q4 		$904K Buy
5,856
+2,481
+74% +$361K 0.23% 85
2023
Q3 		$486K Buy
3,375
+390
+13% +$61.6K 0.14% 116
2023
Q2 		$440K Hold
2,985
– – 0.11% 121
2023
Q1 		$364K Buy
2,985
+400
+15% +$46.8K 0.1% 133
2022
Q4 		$282K Hold
2,585
– – 0.08% 159
2022
Q3 		$282K Hold
2,585
– – 0.08% 150
2022
Q2 		$209K Hold
2,585
– – 0.06% 166
2022
Q1 		$258K Hold
2,585
– – 0.06% 166
2021
Q4 		$275K Hold
2,585
– – 0.06% 166
2021
Q3 		$261K Hold
2,585
– – 0.06% 166
2021
Q2 		$254K Hold
2,585
– – 0.06% 168
2021
Q1 		$241K Hold
2,585
– – 0.06% 162
2020
Q4 		$243K Buy
+2,585
New +$206K 0.06% 142

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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

Marietta Investment Partners's BMI Position: Q2 2026 in Review

Marietta Investment Partners reduced its Badger Meter (BMI) stake by 17% in Q2 2026, selling an estimated $109K and leaving 4,088 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #118.

Marietta Investment Partners first reported a position in BMI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.37M in Q3 2024. 414 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Marietta Investment Partners held 4,088 shares of Badger Meter worth $607K as of Q2 2026.
  • Marietta Investment Partners sold 833 Badger Meter shares in Q2 2026, an estimated $109K.
  • Badger Meter made up 0.1% of Marietta Investment Partners's portfolio in Q2 2026, its #118 holding.
  • Marietta Investment Partners first reported a position in Badger Meter in Q4 2020 and has held it in 23 quarters since.
  • Marietta Investment Partners's Badger Meter position peaked at $4.37M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.