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

Mission 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 		$1.46M Buy
9,867
+5,247
+114% +$687K 0.02% 372
2026
Q1 		$704K Buy
4,620
+70
+2% +$11K 0.01% 404
2025
Q4 		$794K Sell
4,550
-259
-5% -$46.6K 0.02% 387
2025
Q3 		$859K Sell
4,809
-209
-4% -$41.1K 0.02% 366
2025
Q2 		$1.23M Sell
5,018
-58
-1% -$13.1K 0.03% 290
2025
Q1 		$966K Buy
5,076
+219
+5% +$45.7K 0.02% 312
2024
Q4 		$1.03M Sell
4,857
-44
-0.9% -$9.58K 0.02% 282
2024
Q3 		$1.07M Sell
4,901
-83
-2% -$16.6K 0.03% 281
2024
Q2 		$929K Sell
4,984
-522
-9% -$95.3K 0.02% 285
2024
Q1 		$891K Sell
5,506
-366
-6% -$56.2K 0.02% 315
2023
Q4 		$906K Buy
5,872
+379
+7% +$55.2K 0.03% 259
2023
Q3 		$790K Buy
5,493
+61
+1% +$9.64K 0.03% 262
2023
Q2 		$802K Sell
5,432
-522
-9% -$71.9K 0.03% 262
2023
Q1 		$725K Sell
5,954
-1,126
-16% -$132K 0.03% 277
2022
Q4 		$772K Buy
7,080
+188
+3% +$20.4K 0.04% 250
2022
Q3 		$637K Buy
6,892
+309
+5% +$28.7K 0.03% 258
2022
Q2 		$532K Buy
6,583
+3,185
+94% +$263K 0.03% 284
2022
Q1 		$338K Buy
+3,398
New +$333K 0.02% 390

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

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

Mission Wealth Management increased its Badger Meter (BMI) stake by 114% in Q2 2026, buying an estimated $687K and bringing the position to 9,867 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #372.

Mission Wealth Management first reported a position in BMI in Q1 2022 and has held it in 18 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Mission Wealth Management held 9,867 shares of Badger Meter worth $1.46M as of Q2 2026.
  • Mission Wealth Management bought 5,247 Badger Meter shares in Q2 2026, an estimated $687K.
  • Badger Meter made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Mission Wealth Management first reported a position in Badger Meter in Q1 2022 and has held it in 18 quarters since.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.