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 Q2	$2.39M	Buy	16,120 +8,904	+123%	+$1.17M	1.09%	23
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Values First Advisors's BMI Position: Q2 2026 in Review

Values First Advisors increased its Badger Meter (BMI) stake by 123% in Q2 2026, buying an estimated $1.17M and bringing the position to 16,120 shares worth $2.39M. The position accounts for 1.09% of the portfolio, ranked #23.

Values First Advisors first reported a position in BMI in Q1 2023 and has held it in 10 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Values First Advisors held 16,120 shares of Badger Meter worth $2.39M as of Q2 2026.
Values First Advisors bought 8,904 Badger Meter shares in Q2 2026, an estimated $1.17M.
Badger Meter made up 1.09% of Values First Advisors's portfolio in Q2 2026, its #23 holding.
Values First Advisors first reported a position in Badger Meter in Q1 2023 and has held it in 10 quarters since.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.