ORBA Wealth Advisors’s Badger Meter BMI Stock Holding History

ORBA Wealth Advisors’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 Q1	–	Sell	-950	Closed	-$202K	–	106
2024 Q4	$202K	Hold	950	–	–	0.11%	104
2024 Q3	$207K	Buy	+950	New	+$190K	0.11%	103

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ORBA Wealth Advisors's BMI Position: Q1 2025 in Review

ORBA Wealth Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 950 shares — an estimated $202K sold.

ORBA Wealth Advisors first reported a position in BMI in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

ORBA Wealth Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 950 Badger Meter shares in Q1 2025, an estimated $202K.
ORBA Wealth Advisors first reported a position in Badger Meter in Q3 2024 and held it in 2 quarters.
ORBA Wealth Advisors's Badger Meter position peaked at $207K in Q3 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on ORBA Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.