MWM
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Mascoma Wealth Management’s Badger Meter BMI Stock Holding History

Mascoma 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 		$297 Buy
+2
New +$262 ﹤0.01% 582

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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's BMI Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Badger Meter (BMI) in Q2 2026: 2 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Mascoma Wealth Management held 2 shares of Badger Meter worth $297 as of Q2 2026.
  • Badger Meter was a new Mascoma Wealth Management position in Q2 2026.
  • Badger Meter made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #582 holding.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.