Steward Partners Investment Advisory’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $236K | Sell |
1,591
-138
| -8% | -$18.1K | ﹤0.01% | 2141 |
|
|
2026
Q1 | $263K | Buy |
1,729
+15
| +0.9% | +$2.35K | ﹤0.01% | 1874 |
|
|
2025
Q4 | $299K | Hold |
1,714
| – | – | ﹤0.01% | 1714 |
|
|
2025
Q3 | $306K | Sell |
1,714
-6,859
| -80% | -$1.35M | ﹤0.01% | 1642 |
|
|
2025
Q2 | $2.1M | Buy |
8,573
+6,965
| +433% | +$1.58M | 0.02% | 704 |
|
|
2025
Q1 | $306K | Hold |
1,608
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q4 | $341K | Hold |
1,608
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q3 | $351K | Buy |
1,608
+62
| +4% | +$12.4K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $288K | Hold |
1,546
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q1 | $250K | Buy |
1,546
+38
| +3% | +$5.84K | ﹤0.01% | 1335 |
|
|
2023
Q4 | $233K | Sell |
1,508
-100
| -6% | -$14.6K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $231K | Buy |
1,608
+100
| +7% | +$15.8K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $223K | Hold |
1,508
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q1 | $184K | Hold |
1,508
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q4 | $164K | Sell |
1,508
-20
| -1% | -$2.17K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $141K | Hold |
1,528
| – | – | ﹤0.01% | 1349 |
|
|
2022
Q2 | $124K | Sell |
1,528
-57
| -4% | -$4.71K | ﹤0.01% | 1406 |
|
|
2022
Q1 | $158K | Sell |
1,585
-123
| -7% | -$12.1K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $182K | Hold |
1,708
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q3 | $173K | Hold |
1,708
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $168K | Hold |
1,708
| – | – | ﹤0.01% | 1672 |
|
|
2021
Q1 | $159K | Hold |
1,708
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q4 | $161K | Hold |
1,708
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $112K | Hold |
1,708
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q2 | $107K | Hold |
1,708
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $91K | Hold |
1,708
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q4 | $110K | Hold |
1,708
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q3 | $91K | Hold |
1,708
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q2 | $101K | Buy |
+1,708
| New | +$94.7K | ﹤0.01% | 1051 |
|
|
2018
Q4 | – | Sell |
-1,708
| Closed | -$90K | – | 926 |
|
|
2018
Q3 | $90K | Buy |
1,708
+1,320
| +340% | +$68.7K | ﹤0.01% | 962 |
|
|
2018
Q2 | $17K | Hold |
388
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q1 | $18K | Hold |
388
| – | – | ﹤0.01% | 1361 |
|
|
2017
Q4 | $18K | Buy |
388
+340
| +708% | +$15.8K | ﹤0.01% | 1149 |
|
|
2017
Q3 | $2K | Sell |
48
-32
| -40% | -$1.42K | ﹤0.01% | 1472 |
|
|
2017
Q2 | $3K | Buy |
+80
| New | +$3.1K | ﹤0.01% | 1321 |
|
Other funds holding BMI
Steward Partners Investment Advisory's BMI Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Badger Meter (BMI) stake by 8% in Q2 2026, selling an estimated $18.1K and leaving 1,591 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.
Steward Partners Investment Advisory first reported a position in BMI in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.1M in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.
- Steward Partners Investment Advisory held 1,591 shares of Badger Meter worth $236K as of Q2 2026.
- Steward Partners Investment Advisory sold 138 Badger Meter shares in Q2 2026, an estimated $18.1K.
- Badger Meter made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2141 holding.
- Steward Partners Investment Advisory first reported a position in Badger Meter in Q2 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Badger Meter position peaked at $2.1M in Q2 2025.
- 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.