Tidal Investments’s Badger Meter BMI Stock Holding History

Tidal Investments’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	$24.9M	Sell	163,518 -3,390	-2%	-$532K	0.08%	313
2025 Q4	$29.1M	Buy	166,908 +66,208	+66%	+$11.9M	0.12%	232
2025 Q3	$18M	Buy	100,700 +30,411	+43%	+$5.98M	0.08%	335
2025 Q2	$17.2M	Sell	70,289 -7,754	-10%	-$1.76M	0.11%	235
2025 Q1	$14.8M	Sell	78,043 -4,030	-5%	-$841K	0.13%	198
2024 Q4	$17.4M	Buy	82,073 +73,323	+838%	+$16M	0.14%	193
2024 Q3	$1.91M	Buy	8,750 +726	+9%	+$145K	0.02%	669
2024 Q2	$1.5M	Sell	8,024 -566	-7%	-$103K	0.02%	696
2024 Q1	$1.39M	Buy	8,590 +5,973	+228%	+$917K	0.02%	719
2023 Q4	$404K	Buy	2,617 +605	+30%	+$88.1K	0.01%	1037
2023 Q3	$289K	Buy	+2,012	New	+$318K	0.01%	1073

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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