WA
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Waverly Advisors’s Badger Meter BMI Stock Holding History

Waverly 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 		$7.96M Sell
53,675
-400
-0.7% -$52.3K 0.05% 336
2026
Q1 		$8.24M Sell
54,075
-426
-0.8% -$66.9K 0.06% 302
2025
Q4 		$9.51M Buy
54,501
+477
+0.9% +$85.9K 0.08% 249
2025
Q3 		$9.65M Buy
54,024
+4,138
+8% +$814K 0.1% 210
2025
Q2 		$12.2M Sell
49,886
-2,152
-4% -$487K 0.13% 161
2025
Q1 		$9.9M Buy
52,038
+330
+0.6% +$68.9K 0.12% 183
2024
Q4 		$11M Sell
51,708
-325
-0.6% -$70.8K 0.17% 130
2024
Q3 		$11.4M Buy
52,033
+7,131
+16% +$1.43M 0.21% 108
2024
Q2 		$8.37M Buy
+44,902
New +$8.2M 0.16% 129

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 $3.38T AUM 44.17% 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

Waverly Advisors's BMI Position: Q2 2026 in Review

Waverly Advisors reduced its Badger Meter (BMI) stake by 0.74% in Q2 2026, selling an estimated $52.3K and leaving 53,675 shares worth $7.96M. The position accounts for 0.05% of the portfolio, ranked #336.

Waverly Advisors first reported a position in BMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Waverly Advisors held 53,675 shares of Badger Meter worth $7.96M as of Q2 2026.
  • Waverly Advisors sold 400 Badger Meter shares in Q2 2026, an estimated $52.3K.
  • Badger Meter made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #336 holding.
  • Waverly Advisors first reported a position in Badger Meter in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Badger Meter position peaked at $12.2M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.