SS
BMI icon

Steve Schonfeld’s Badger Meter BMI Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-1,213
Closed -$212K – 2245
2025
Q4 		$212K Sell
1,213
-10,483
-90% -$1.89M ﹤0.01% 1701
2025
Q3 		$2.09M Buy
+11,696
New +$2.3M 0.01% 1015
2025
Q2 		– Sell
-10,948
Closed -$2.08M – 2058
2025
Q1 		$2.08M Buy
10,948
+7,418
+210% +$1.55M 0.01% 948
2024
Q4 		$749K Sell
3,530
-865
-20% -$188K ﹤0.01% 1242
2024
Q3 		$960K Sell
4,395
-2,604
-37% -$522K 0.01% 1170
2024
Q2 		$1.3M Sell
6,999
-1,001
-13% -$183K 0.01% 1086
2024
Q1 		$1.29M Buy
8,000
+4,700
+142% +$722K 0.01% 1132
2023
Q4 		$509K Buy
+3,300
New +$481K ﹤0.01% 1283
2022
Q1 		– Sell
-2,700
Closed -$288K – 2599
2021
Q4 		$288K Sell
2,700
-1,200
-31% -$126K ﹤0.01% 1531
2021
Q3 		$395K Sell
3,900
-775
-17% -$79.2K ﹤0.01% 1387
2021
Q2 		$458K Buy
+4,675
New +$442K ﹤0.01% 1239
2021
Q1 		– Sell
-2,841
Closed -$268K – 1808
2020
Q4 		$268K Buy
+2,841
New +$227K ﹤0.01% 1241
2019
Q2 		– Sell
-4,800
Closed -$267K – 1003
2019
Q1 		$267K Buy
+4,800
New +$267K 0.01% 863
2018
Q2 		– Sell
-4,766
Closed -$225K – 773
2018
Q1 		$225K Buy
+4,766
New +$231K 0.02% 664

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steve Schonfeld's BMI Position: Q1 2026 in Review

Steve Schonfeld sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 1,213 shares — an estimated $212K sold.

Steve Schonfeld first reported a position in BMI in Q1 2018 and held it in 14 quarters. The position peaked at $2.09M in Q3 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Steve Schonfeld reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 1,213 Badger Meter shares in Q1 2026, an estimated $212K.
  • Steve Schonfeld first reported a position in Badger Meter in Q1 2018 and held it in 14 quarters.
  • Steve Schonfeld's Badger Meter position peaked at $2.09M in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.