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Rothschild Investment LLC’s Badger Meter BMI Stock Holding History

Rothschild Investment LLC’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 		$3.71K Buy
25
+1
+4% +$131 ﹤0.01% 2444
2026
Q1 		$3.66K Buy
24
+11
+85% +$1.73K ﹤0.01% 2229
2025
Q4 		$2.27K Sell
13
-6
-32% -$1.08K ﹤0.01% 2301
2025
Q3 		$3.39K Sell
19
-33
-63% -$6.49K ﹤0.01% 1911
2025
Q2 		$12.7K Buy
52
+7
+16% +$1.59K ﹤0.01% 1145
2025
Q1 		$8.56K Buy
45
+17
+61% +$3.55K ﹤0.01% 1216
2024
Q4 		$5.94K Buy
28
+4
+17% +$871 ﹤0.01% 1287
2024
Q3 		$5.24K Buy
24
+14
+140% +$2.81K ﹤0.01% 1280
2024
Q2 		$1.86K Buy
10
+7
+233% +$1.28K ﹤0.01% 1421
2024
Q1 		$485 Buy
+3
New +$461 ﹤0.01% 1369

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

Rothschild Investment LLC's BMI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Badger Meter (BMI) stake by 4.2% in Q2 2026, buying an estimated $131 and bringing the position to 25 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Rothschild Investment LLC first reported a position in BMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of Badger Meter worth $3.71K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Badger Meter share in Q2 2026, an estimated $131.
  • Badger Meter made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2444 holding.
  • Rothschild Investment LLC first reported a position in Badger Meter in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Badger Meter position peaked at $12.7K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.