PWG
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Portside Wealth Group’s Badger Meter BMI Stock Holding History

Portside Wealth Group’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 		$285K Buy
1,918
+233
+14% +$30.5K 0.03% 412
2026
Q1 		$257K Buy
1,685
+95
+6% +$14.9K 0.03% 398
2025
Q4 		$277K Buy
1,590
+299
+23% +$53.8K 0.04% 387
2025
Q3 		$231K Sell
1,291
-1,785
-58% -$351K 0.03% 436
2025
Q2 		$753K Buy
3,076
+2
+0.1% +$453 0.11% 193
2025
Q1 		$585K Buy
3,074
+301
+11% +$62.8K 0.1% 211
2024
Q4 		$588K Buy
2,773
+1,197
+76% +$261K 0.1% 206
2024
Q3 		$344K Buy
1,576
+199
+14% +$39.9K 0.06% 283
2024
Q2 		$257K Buy
1,377
+55
+4% +$10K 0.05% 295
2024
Q1 		$214K Buy
+1,322
New +$203K 0.04% 341

Other funds holding BMI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Portside Wealth Group's BMI Position: Q2 2026 in Review

Portside Wealth Group increased its Badger Meter (BMI) stake by 14% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,918 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #412.

Portside Wealth Group first reported a position in BMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $753K in Q2 2025. 46 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Portside Wealth Group held 1,918 shares of Badger Meter worth $285K as of Q2 2026.
  • Portside Wealth Group bought 233 Badger Meter shares in Q2 2026, an estimated $30.5K.
  • Badger Meter made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #412 holding.
  • Portside Wealth Group first reported a position in Badger Meter in Q1 2024 and has held it in 10 quarters since.
  • Portside Wealth Group's Badger Meter position peaked at $753K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.