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Twin Peaks Wealth Advisors’s Badger Meter BMI Stock Holding History

Twin Peaks Wealth Advisors’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
-47
Closed -$7.16K – 484
2026
Q1 		$7.16K Buy
+47
New +$7.38K ﹤0.01% 1230
2025
Q3 		– Sell
-76
Closed -$14.6K – 417
2025
Q2 		$14.6K Buy
+76
New +$17.2K ﹤0.01% 735

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

Twin Peaks Wealth Advisors's BMI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 47 shares — an estimated $7.16K sold.

Twin Peaks Wealth Advisors first reported a position in BMI in Q2 2025 and held it in 2 quarters. The position peaked at $14.6K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 47 Badger Meter shares in Q2 2026, an estimated $7.16K.
  • Twin Peaks Wealth Advisors first reported a position in Badger Meter in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Badger Meter position peaked at $14.6K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.