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Optima Capital’s Badger Meter BMI Stock Holding History

Optima Capital’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
-3
Closed -$523 – 295
2025
Q4 		$523 Buy
+3
New +$540 ﹤0.01% 1196

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State Street
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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

Optima Capital's BMI Position: Q1 2026 in Review

Optima Capital sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 3 shares — an estimated $523 sold.

Optima Capital first reported a position in BMI in Q4 2025 and held it in 1 quarter. The position peaked at $523 in Q4 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Optima Capital reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 3 Badger Meter shares in Q1 2026, an estimated $523.
  • Optima Capital first reported a position in Badger Meter in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Badger Meter position peaked at $523 in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.