PWM
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Parkworth Wealth Management’s Badger Meter BMI Stock Holding History

Parkworth Wealth Management’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
Q2 		$245 Hold
1
– – ﹤0.01% 881
2025
Q1 		$190 Hold
1
– – ﹤0.01% 737
2024
Q4 		$212 Buy
+1
New +$218 ﹤0.01% 740

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parkworth Wealth Management's BMI Position: Q2 2025 in Review

Parkworth Wealth Management held its Badger Meter (BMI) position steady in Q2 2025 at 1 share worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Parkworth Wealth Management first reported a position in BMI in Q4 2024 and has held it in 3 quarters since. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Badger Meter worth $245 as of Q2 2025.
  • Parkworth Wealth Management left its Badger Meter share count unchanged in Q2 2025.
  • Badger Meter made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #881 holding.
  • Parkworth Wealth Management first reported a position in Badger Meter in Q4 2024 and has held it in 3 quarters since.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.