SMA
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Sage Mountain Advisors’s Badger Meter BMI Stock Holding History

Sage Mountain 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
2026
Q2 		$453K Buy
3,052
+1,227
+67% +$161K 0.03% 146
2026
Q1 		$278K Buy
1,825
+306
+20% +$48K 0.02% 170
2025
Q4 		$265K Buy
1,519
+283
+23% +$51K 0.01% 412
2025
Q3 		$221K Buy
+1,236
New +$243K 0.01% 444

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

Sage Mountain Advisors's BMI Position: Q2 2026 in Review

Sage Mountain Advisors increased its Badger Meter (BMI) stake by 67% in Q2 2026, buying an estimated $161K and bringing the position to 3,052 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #146.

Sage Mountain Advisors first reported a position in BMI in Q3 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Sage Mountain Advisors held 3,052 shares of Badger Meter worth $453K as of Q2 2026.
  • Sage Mountain Advisors bought 1,227 Badger Meter shares in Q2 2026, an estimated $161K.
  • Badger Meter made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #146 holding.
  • Sage Mountain Advisors first reported a position in Badger Meter in Q3 2025 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.