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Root Financial Partners’s Badger Meter BMI Stock Holding History

Root Financial Partners’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 		– Sell
-52
Closed -$7.92K – 777
2026
Q1 		$7.92K Sell
52
-12
-19% -$1.88K ﹤0.01% 1768
2025
Q4 		$11.2K Buy
64
+18
+39% +$3.24K ﹤0.01% 1456
2025
Q3 		$8.21K Buy
+46
New +$9.05K ﹤0.01% 1531

Other funds holding BMI

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Vanguard Portfolio Management
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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

Root Financial Partners's BMI Position: Q2 2026 in Review

Root Financial Partners sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 52 shares — an estimated $7.92K sold.

Root Financial Partners first reported a position in BMI in Q3 2025 and held it in 3 quarters. The position peaked at $11.2K in Q4 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Root Financial Partners reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 52 Badger Meter shares in Q2 2026, an estimated $7.92K.
  • Root Financial Partners first reported a position in Badger Meter in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Badger Meter position peaked at $11.2K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.