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Nvest Financial’s Badger Meter BMI Stock Holding History

Nvest Financial’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 		$229K Hold
1,500
– – 0.09% 133
2025
Q4 		$262K Hold
1,500
– – 0.11% 117
2025
Q3 		$268K Hold
1,500
– – 0.15% 110
2025
Q2 		$367K Hold
1,500
– – 0.19% 78
2025
Q1 		$285K Hold
1,500
– – 0.15% 85
2024
Q4 		$318K Buy
+1,500
New +$327K 0.16% 93

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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

Nvest Financial's BMI Position: Q1 2026 in Review

Nvest Financial held its Badger Meter (BMI) position steady in Q1 2026 at 1,500 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #133.

Nvest Financial first reported a position in BMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Nvest Financial held 1,500 shares of Badger Meter worth $229K as of Q1 2026.
  • Nvest Financial left its Badger Meter share count unchanged in Q1 2026.
  • Badger Meter made up 0.09% of Nvest Financial's portfolio in Q1 2026, its #133 holding.
  • Nvest Financial first reported a position in Badger Meter in Q4 2024 and has held it in 6 quarters since.
  • Nvest Financial's Badger Meter position peaked at $367K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.