Trust Point Inc’s Badger Meter BMI Stock Holding History

Trust Point Inc’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	-3,205	Closed	-$559K	–	524
2025 Q4	$559K	Sell	3,205 -370	-10%	-$66.6K	0.04%	207
2025 Q3	$638K	Buy	+3,575	New	+$703K	0.05%	177
2025 Q2	–	Sell	-3,864	Closed	-$735K	–	419
2025 Q1	$735K	Sell	3,864 -117	-3%	-$24.4K	0.07%	157
2024 Q4	$844K	Buy	3,981 +25	+0.6%	+$5.44K	0.06%	187
2024 Q3	$864K	Sell	3,956 -13	-0.3%	-$2.6K	0.06%	188
2024 Q2	$740K	Sell	3,969 -78	-2%	-$14.2K	0.06%	198
2024 Q1	$655K	Buy	4,047 +135	+3%	+$20.7K	0.05%	233
2023 Q4	$604K	Buy	+3,912	New	+$570K	0.05%	229

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