Stephens Consulting’s Badger Meter BMI Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-3	Closed	-$735	–	497
2025 Q2	$735	Sell	3 -7	-70%	-$1.59K	﹤0.01%	777
2025 Q1	$1.9K	Buy	+10	New	+$2.09K	﹤0.01%	455

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Stephens Consulting's BMI Position: Q3 2025 in Review

Stephens Consulting sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 3 shares — an estimated $735 sold.

Stephens Consulting first reported a position in BMI in Q1 2025 and held it in 2 quarters. The position peaked at $1.9K in Q1 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Stephens Consulting reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 3 Badger Meter shares in Q3 2025, an estimated $735.
Stephens Consulting first reported a position in Badger Meter in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Badger Meter position peaked at $1.9K in Q1 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.