U.S. Capital Wealth Advisors’s Badger Meter BMI Stock Holding History

U.S. Capital 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
2025 Q2	–	Sell	-6,204	Closed	-$1.18M	–	892
2025 Q1	$1.18M	Hold	6,204	–	–	0.04%	392
2024 Q4	$1.32M	Buy	6,204 +50	+0.8%	+$10.9K	0.04%	386
2024 Q3	$1.34M	Hold	6,154	–	–	0.05%	321
2024 Q2	$1.15M	Hold	6,154	–	–	0.04%	328
2024 Q1	$996K	Buy	6,154 +200	+3%	+$30.7K	0.04%	343
2023 Q4	$919K	Sell	5,954 -200	-3%	-$29.1K	0.04%	344
2023 Q3	$885K	Hold	6,154	–	–	0.04%	332
2023 Q2	$908K	Hold	6,154	–	–	0.04%	343
2023 Q1	$750K	Hold	6,154	–	–	0.03%	357
2022 Q4	$671K	Hold	6,154	–	–	0.03%	403
2022 Q3	$569K	Sell	6,154 -100	-2%	-$9.28K	0.03%	419
2022 Q2	$506K	Sell	6,254 -2,000	-24%	-$165K	0.02%	450
2022 Q1	$823K	Hold	8,254	–	–	0.03%	427
2021 Q4	$880K	Hold	8,254	–	–	0.03%	419
2021 Q3	$835K	Buy	+8,254	New	+$844K	0.04%	417

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's BMI Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 6,204 shares — an estimated $1.18M sold.

U.S. Capital Wealth Advisors first reported a position in BMI in Q3 2021 and held it in 15 quarters. The position peaked at $1.34M in Q3 2024. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,204 Badger Meter shares in Q2 2025, an estimated $1.18M.
U.S. Capital Wealth Advisors first reported a position in Badger Meter in Q3 2021 and held it in 15 quarters.
U.S. Capital Wealth Advisors's Badger Meter position peaked at $1.34M in Q3 2024.
535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.