MWPCG
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Measured Wealth Private Client Group’s Badger Meter BMI Stock Holding History

Measured Wealth Private Client Group’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 		$17.8K Sell
120
-14
-10% -$1.83K ﹤0.01% 510
2026
Q1 		$20.4K Buy
+134
New +$21K 0.01% 469

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

Measured Wealth Private Client Group's BMI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Badger Meter (BMI) stake by 10% in Q2 2026, selling an estimated $1.83K and leaving 120 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Measured Wealth Private Client Group first reported a position in BMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.4K in Q1 2026. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Measured Wealth Private Client Group held 120 shares of Badger Meter worth $17.8K as of Q2 2026.
  • Measured Wealth Private Client Group sold 14 Badger Meter shares in Q2 2026, an estimated $1.83K.
  • Badger Meter made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #510 holding.
  • Measured Wealth Private Client Group first reported a position in Badger Meter in Q1 2026 and has held it in 2 quarters since.
  • Measured Wealth Private Client Group's Badger Meter position peaked at $20.4K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.