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

Modern 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 		$697K Buy
4,695
+2,323
+98% +$304K 0.01% 621
2026
Q1 		$366K Buy
2,372
+376
+19% +$59K 0.01% 656
2025
Q4 		$348K Sell
1,996
-81
-4% -$14.6K 0.01% 638
2025
Q3 		$371K Buy
2,077
+250
+14% +$49.2K 0.01% 580
2025
Q2 		$448K Buy
1,827
+108
+6% +$24.5K 0.01% 505
2025
Q1 		$327K Buy
+1,719
New +$359K 0.01% 504

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

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

Modern Wealth Management increased its Badger Meter (BMI) stake by 98% in Q2 2026, buying an estimated $304K and bringing the position to 4,695 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #621.

Modern Wealth Management first reported a position in BMI in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Modern Wealth Management held 4,695 shares of Badger Meter worth $697K as of Q2 2026.
  • Modern Wealth Management bought 2,323 Badger Meter shares in Q2 2026, an estimated $304K.
  • Badger Meter made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Modern Wealth Management first reported a position in Badger Meter in Q1 2025 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.