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New York Life Investment Management’s Badger Meter BMI Stock Holding History

New York Life 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
2025
Q4 		– Sell
-2,983
Closed -$533K – 781
2025
Q3 		$533K Buy
+2,983
New +$587K ﹤0.01% 769
2024
Q2 		– Sell
-2,343
Closed -$379K – 922
2024
Q1 		$379K Buy
+2,343
New +$360K ﹤0.01% 852

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York Life Investment Management's BMI Position: Q4 2025 in Review

New York Life Investment Management sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 2,983 shares — an estimated $533K sold.

New York Life Investment Management first reported a position in BMI in Q1 2024 and held it in 2 quarters. The position peaked at $533K in Q3 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • New York Life Investment Management reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 2,983 Badger Meter shares in Q4 2025, an estimated $533K.
  • New York Life Investment Management first reported a position in Badger Meter in Q1 2024 and held it in 2 quarters.
  • New York Life Investment Management's Badger Meter position peaked at $533K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.