Palisades Investment Partners’s Badger Meter BMI Stock Holding History

Palisades Investment Partners’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 Q2	$699K	Sell	4,714 -30,848	-87%	-$4.04M	0.2%	52
2026 Q1	$5.42M	Buy	35,562 +1,617	+5%	+$254K	2.12%	20
2025 Q4	$5.92M	Sell	33,945 -241	-0.7%	-$43.4K	2.24%	18
2025 Q3	$6.1M	Buy	34,186 +517	+2%	+$102K	2.4%	15
2025 Q2	$8.25M	Sell	33,669 -935	-3%	-$212K	3.61%	8
2025 Q1	$6.58M	Buy	34,604 +653	+2%	+$136K	3.3%	11
2024 Q4	$7.2M	Buy	33,951 +2,868	+9%	+$625K	3.04%	11
2024 Q3	$6.79M	Buy	31,083 +1,803	+6%	+$361K	2.96%	13
2024 Q2	$5.46M	Buy	+29,280	New	+$5.35M	2.7%	14

Other funds holding BMI

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palisades Investment Partners's BMI Position: Q2 2026 in Review

Palisades Investment Partners reduced its Badger Meter (BMI) stake by 87% in Q2 2026, selling an estimated $4.04M and leaving 4,714 shares worth $699K. The position accounts for 0.2% of the portfolio, ranked #52.

Palisades Investment Partners first reported a position in BMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.25M in Q2 2025. 171 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Palisades Investment Partners held 4,714 shares of Badger Meter worth $699K as of Q2 2026.
Palisades Investment Partners sold 30,848 Badger Meter shares in Q2 2026, an estimated $4.04M.
Badger Meter made up 0.2% of Palisades Investment Partners's portfolio in Q2 2026, its #52 holding.
Palisades Investment Partners first reported a position in Badger Meter in Q2 2024 and has held it in 9 quarters since.
Palisades Investment Partners's Badger Meter position peaked at $8.25M in Q2 2025.
171 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.