Private Wealth Management Group’s Badger Meter BMI Stock Holding History

Private Wealth Management 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 Q1	$4.88K	Sell	32 -11	-26%	-$1.73K	﹤0.01%	779
2025 Q4	$7.5K	Buy	43 +8	+23%	+$1.44K	﹤0.01%	613
2025 Q3	$6.25K	Sell	35 -3	-8%	-$590	﹤0.01%	704
2025 Q2	$9.31K	Buy	38 +3	+9%	+$680	﹤0.01%	514
2025 Q1	$6.66K	Hold	35	–	–	﹤0.01%	612
2024 Q4	$7.42K	Buy	35 +3	+9%	+$653	﹤0.01%	589
2024 Q3	$6.99K	Hold	32	–	–	﹤0.01%	590
2024 Q2	$5.96K	Buy	32 +23	+256%	+$4.2K	﹤0.01%	637
2024 Q1	$1.46K	Hold	9	–	–	﹤0.01%	1107
2023 Q4	$1.39K	Buy	+9	New	+$1.31K	﹤0.01%	1141

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

First Trust Advisors

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

Dimensional Fund Advisors

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