Values First Advisors’s Badger Meter BMI Stock Holding History

Values First 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 Q1	$1.1M	Buy	7,216 +91	+1%	+$14.3K	0.57%	54
2025 Q4	$1.24M	Sell	7,125 -438	-6%	-$78.9K	0.64%	52
2025 Q3	$1.35M	Sell	7,563 -116	-2%	-$22.8K	0.72%	47
2025 Q2	$1.88M	Sell	7,679 -1,060	-12%	-$240K	1.02%	21
2025 Q1	$1.66M	Buy	8,739 +53	+0.6%	+$11.1K	0.97%	28
2024 Q4	$1.84M	Sell	8,686 -335	-4%	-$73K	1.01%	23
2024 Q3	$1.97M	Sell	9,021 -122	-1%	-$24.4K	1.07%	26
2024 Q2	$1.7M	Buy	+9,143	New	+$1.67M	1.02%	37
2023 Q2	–	Sell	-23	Closed	-$2.84K	–	188
2023 Q1	$2.84K	Buy	+23	New	+$2.69K	﹤0.01%	280

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Values First Advisors's BMI Position: Q1 2026 in Review

Values First Advisors increased its Badger Meter (BMI) stake by 1.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 7,216 shares worth $1.1M. The position accounts for 0.57% of the portfolio, ranked #54.

Values First Advisors first reported a position in BMI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2024. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Values First Advisors held 7,216 shares of Badger Meter worth $1.1M as of Q1 2026.
Values First Advisors bought 91 Badger Meter shares in Q1 2026, an estimated $14.3K.
Badger Meter made up 0.57% of Values First Advisors's portfolio in Q1 2026, its #54 holding.
Values First Advisors first reported a position in Badger Meter in Q1 2023 and has held it in 9 quarters since.
Values First Advisors's Badger Meter position peaked at $1.97M in Q3 2024.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.