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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
Q2 		$4.9K Buy
33
+1
+3% +$131 ﹤0.01% 852
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
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

Private Wealth Management Group's BMI Position: Q2 2026 in Review

Private Wealth Management Group increased its Badger Meter (BMI) stake by 3.1% in Q2 2026, buying an estimated $131 and bringing the position to 33 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Private Wealth Management Group first reported a position in BMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.31K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Private Wealth Management Group held 33 shares of Badger Meter worth $4.9K as of Q2 2026.
  • Private Wealth Management Group bought 1 Badger Meter share in Q2 2026, an estimated $131.
  • Badger Meter made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #852 holding.
  • Private Wealth Management Group first reported a position in Badger Meter in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Badger Meter position peaked at $9.31K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.