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Oak Ridge Investments’s Badger Meter BMI Stock Holding History

Oak Ridge Investments’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 		– Sell
-6,405
Closed -$1.12M – 182
2025
Q4 		$1.12M Sell
6,405
-3,639
-36% -$655K 0.07% 121
2025
Q3 		$1.79M Sell
10,044
-165
-2% -$32.5K 0.12% 97
2025
Q2 		$2.5M Sell
10,209
-398
-4% -$90.2K 0.18% 77
2025
Q1 		$2.02M Sell
10,607
-72
-0.7% -$15K 0.17% 84
2024
Q4 		$2.27M Sell
10,679
-276
-3% -$60.1K 0.18% 86
2024
Q3 		$2.39M Buy
+10,955
New +$2.2M 0.21% 85

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oak Ridge Investments's BMI Position: Q1 2026 in Review

Oak Ridge Investments sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 6,405 shares — an estimated $1.12M sold.

Oak Ridge Investments first reported a position in BMI in Q3 2024 and held it in 6 quarters. The position peaked at $2.5M in Q2 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Oak Ridge Investments reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 6,405 Badger Meter shares in Q1 2026, an estimated $1.12M.
  • Oak Ridge Investments first reported a position in Badger Meter in Q3 2024 and held it in 6 quarters.
  • Oak Ridge Investments's Badger Meter position peaked at $2.5M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.