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Plus Group Wealth Advisors’s Badger Meter BMI Stock Holding History

Plus Group 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 		$548K Hold
3,694
– – 0.52% 28
2026
Q1 		$563K Buy
3,694
+160
+5% +$25.1K 0.62% 26
2025
Q4 		$616K Buy
+3,534
New +$636K 0.68% 21

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plus Group Wealth Advisors's BMI Position: Q2 2026 in Review

Plus Group Wealth Advisors held its Badger Meter (BMI) position steady in Q2 2026 at 3,694 shares worth $548K. The position accounts for 0.52% of the portfolio, ranked #28.

Plus Group Wealth Advisors first reported a position in BMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $616K in Q4 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Plus Group Wealth Advisors held 3,694 shares of Badger Meter worth $548K as of Q2 2026.
  • Plus Group Wealth Advisors left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up 0.52% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Plus Group Wealth Advisors first reported a position in Badger Meter in Q4 2025 and has held it in 3 quarters since.
  • Plus Group Wealth Advisors's Badger Meter position peaked at $616K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

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