MQS Management’s Badger Meter BMI Stock Holding History

MQS 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
2025 Q2	–	Sell	-2,451	Closed	-$466K	–	467
2025 Q1	$466K	Buy	+2,451	New	+$511K	0.27%	145
2024 Q1	–	Sell	-1,555	Closed	-$240K	–	463
2023 Q4	$240K	Buy	+1,555	New	+$226K	0.13%	332

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MQS Management's BMI Position: Q2 2025 in Review

MQS Management sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 2,451 shares — an estimated $466K sold.

MQS Management first reported a position in BMI in Q4 2023 and held it in 2 quarters. The position peaked at $466K in Q1 2025. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

MQS Management reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
MQS Management sold 2,451 Badger Meter shares in Q2 2025, an estimated $466K.
MQS Management first reported a position in Badger Meter in Q4 2023 and held it in 2 quarters.
MQS Management's Badger Meter position peaked at $466K in Q1 2025.
535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on MQS Management's 13F filing for Q2 2025, filed 31 Jul 2025.