TWD
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True Wealth Design’s Badger Meter BMI Stock Holding History

True Wealth Design’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 		$4.16K Buy
+28
New +$3.66K ﹤0.01% 1406
2025
Q3 		– Sell
-15
Closed -$3.67K – 2733
2025
Q2 		$3.67K Buy
15
+12
+400% +$2.72K ﹤0.01% 932
2025
Q1 		$571 Buy
+3
New +$626 ﹤0.01% 1492

Other funds holding BMI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

True Wealth Design's BMI Position: Q2 2026 in Review

True Wealth Design opened a new position in Badger Meter (BMI) in Q2 2026: 28 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BMI as recently as Q2 2025.

True Wealth Design first reported a position in BMI in Q1 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • True Wealth Design held 28 shares of Badger Meter worth $4.16K as of Q2 2026.
  • Badger Meter was a new True Wealth Design position in Q2 2026.
  • Badger Meter made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1406 holding.
  • True Wealth Design first reported a position in Badger Meter in Q1 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.