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Montag & Associates’s Badger Meter BMI Stock Holding History

Montag & Associates’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 		$912 Sell
6
-1
-14% -$131 ﹤0.01% 928
2026
Q1 		$1.01K Buy
+7
New +$1.1K ﹤0.01% 899
2025
Q1 		– Sell
-2
Closed -$506 – 1003
2024
Q4 		$506 Sell
2
-2
-50% -$436 ﹤0.01% 981
2024
Q3 		$844 Hold
4
– – ﹤0.01% 993
2024
Q2 		$720 Hold
4
– – ﹤0.01% 956
2024
Q1 		$625 Buy
+4
New +$614 ﹤0.01% 957

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 $3.38T AUM 44.17% 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

Montag & Associates's BMI Position: Q2 2026 in Review

Montag & Associates reduced its Badger Meter (BMI) stake by 14% in Q2 2026, selling an estimated $131 and leaving 6 shares worth $912. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Montag & Associates first reported a position in BMI in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.01K in Q1 2026. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Montag & Associates held 6 shares of Badger Meter worth $912 as of Q2 2026.
  • Montag & Associates sold 1 Badger Meter share in Q2 2026, an estimated $131.
  • Badger Meter made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #928 holding.
  • Montag & Associates first reported a position in Badger Meter in Q1 2024 and has held it in 6 quarters since.
  • Montag & Associates's Badger Meter position peaked at $1.01K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.