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Stratos Wealth Partners’s Badger Meter BMI Stock Holding History

Stratos Wealth Partners’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 		– Sell
-1,404
Closed -$214K – 1699
2026
Q1 		$214K Buy
1,404
+156
+13% +$24.5K ﹤0.01% 1507
2025
Q4 		$218K Hold
1,248
– – ﹤0.01% 1469
2025
Q3 		$223K Hold
1,248
– – ﹤0.01% 1412
2025
Q2 		$306K Sell
1,248
-86
-6% -$19.5K ﹤0.01% 1129
2025
Q1 		$254K Sell
1,334
-10
-0.7% -$2.09K ﹤0.01% 1167
2024
Q4 		$285K Sell
1,344
-4
-0.3% -$871 ﹤0.01% 1167
2024
Q3 		$294K Buy
1,348
+4
+0.3% +$802 ﹤0.01% 1162
2024
Q2 		$250K Buy
1,344
+10
+0.7% +$1.83K ﹤0.01% 1164
2024
Q1 		$216K Hold
1,334
– – ﹤0.01% 1258
2023
Q4 		$206K Buy
+1,334
New +$194K ﹤0.01% 1262
2018
Q2 		– Sell
-1,236
Closed -$58K – 1146
2018
Q1 		$58K Sell
1,236
-487
-28% -$23.6K ﹤0.01% 1491
2017
Q4 		$82K Buy
+1,723
New +$79.9K ﹤0.01% 1279

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

Stratos Wealth Partners's BMI Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1,404 shares — an estimated $214K sold.

Stratos Wealth Partners first reported a position in BMI in Q4 2017 and held it in 12 quarters. The position peaked at $306K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Stratos Wealth Partners reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,404 Badger Meter shares in Q2 2026, an estimated $214K.
  • Stratos Wealth Partners first reported a position in Badger Meter in Q4 2017 and held it in 12 quarters.
  • Stratos Wealth Partners's Badger Meter position peaked at $306K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.