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Rise Advisors’s Badger Meter BMI Stock Holding History

Rise 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
2025
Q4 		– Sell
-49
Closed -$8.73K – 277
2025
Q3 		$8.73K Hold
49
– – ﹤0.01% 1048
2025
Q2 		$11.9K Hold
49
– – ﹤0.01% 875
2025
Q1 		$9.27K Sell
49
-43
-47% -$8.97K ﹤0.01% 1023
2024
Q4 		$19.4K Buy
92
+1
+1% +$218 0.01% 679
2024
Q3 		$20K Hold
91
– – 0.01% 690
2024
Q2 		$17K Hold
91
– – 0.01% 738
2024
Q1 		$14.7K Buy
+91
New +$14K 0.01% 866

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rise Advisors's BMI Position: Q4 2025 in Review

Rise Advisors sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 49 shares — an estimated $8.73K sold.

Rise Advisors first reported a position in BMI in Q1 2024 and held it in 7 quarters. The position peaked at $20K in Q3 2024. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Rise Advisors reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 49 Badger Meter shares in Q4 2025, an estimated $8.73K.
  • Rise Advisors first reported a position in Badger Meter in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Badger Meter position peaked at $20K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.