Needham Investment Management’s Badger Meter BMI Stock Holding History

Needham Investment 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 Q1	$4.57M	Buy	30,000 +5,000	+20%	+$785K	0.23%	101
2025 Q4	$4.36M	Buy	25,000 +10,000	+67%	+$1.8M	0.28%	89
2025 Q3	$2.68M	Buy	15,000 +9,000	+150%	+$1.77M	0.19%	104
2025 Q2	$1.47M	Sell	6,000 -8,500	-59%	-$1.93M	0.12%	114
2025 Q1	$2.76M	Sell	14,500 -3,150	-18%	-$657K	0.26%	91
2024 Q4	$3.74M	Buy	17,650 +3,950	+29%	+$860K	0.29%	90
2024 Q3	$2.99M	Buy	13,700 +1,200	+10%	+$240K	0.23%	93
2024 Q2	$2.33M	Sell	12,500 -1,000	-7%	-$183K	0.19%	104
2024 Q1	$2.18M	Buy	+13,500	New	+$2.07M	0.2%	99

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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