Perpetual Ltd’s Badger Meter BMI Stock Holding History

Perpetual Ltd’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	-33,289	Closed	-$5.81M	–	426
2025 Q4	$5.81M	Sell	33,289 -8,446	-20%	-$1.52M	0.08%	131
2025 Q3	$7.45M	Sell	41,735 -10,691	-20%	-$2.1M	0.09%	139
2025 Q2	$12.8M	Sell	52,426 -6,677	-11%	-$1.51M	0.15%	122
2025 Q1	$11.2M	Buy	59,103 +9,783	+20%	+$2.04M	0.14%	124
2024 Q4	$10.5M	Buy	+49,320	New	+$10.7M	0.12%	117

Other funds holding BMI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Perpetual Ltd's BMI Position: Q1 2026 in Review

Perpetual Ltd sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 33,289 shares — an estimated $5.81M sold.

Perpetual Ltd first reported a position in BMI in Q4 2024 and held it in 5 quarters. The position peaked at $12.8M in Q2 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Perpetual Ltd reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Perpetual Ltd sold 33,289 Badger Meter shares in Q1 2026, an estimated $5.81M.
Perpetual Ltd first reported a position in Badger Meter in Q4 2024 and held it in 5 quarters.
Perpetual Ltd's Badger Meter position peaked at $12.8M in Q2 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Perpetual Ltd's 13F filing for Q1 2026, filed 14 Apr 2026.