Physician Wealth Advisors’s Badger Meter BMI Stock Holding History

Physician 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
2026 Q2	$4.45K	Sell	30 -67	-69%	-$8.77K	﹤0.01%	1150
2026 Q1	$14.8K	Buy	97 +27	+39%	+$4.24K	﹤0.01%	697
2025 Q4	$12.2K	Buy	70 +38	+119%	+$6.84K	﹤0.01%	710
2025 Q3	$5.71K	Buy	32 +2	+7%	+$393	﹤0.01%	889
2025 Q2	$7.35K	Sell	30 -1	-3%	-$227	﹤0.01%	710
2025 Q1	$5.9K	Buy	31 +3	+11%	+$626	﹤0.01%	712
2024 Q4	$5.94K	Buy	+28	New	+$6.1K	﹤0.01%	705

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Physician Wealth Advisors's BMI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Badger Meter (BMI) stake by 69% in Q2 2026, selling an estimated $8.77K and leaving 30 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Physician Wealth Advisors first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q1 2026. 159 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Physician Wealth Advisors held 30 shares of Badger Meter worth $4.45K as of Q2 2026.
Physician Wealth Advisors sold 67 Badger Meter shares in Q2 2026, an estimated $8.77K.
Badger Meter made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1150 holding.
Physician Wealth Advisors first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Badger Meter position peaked at $14.8K in Q1 2026.
159 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.