WA
BMI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's BMI Position: Q1 2026 in Review

Waverly Advisors reduced its Badger Meter (BMI) stake by 0.78% in Q1 2026, selling an estimated $66.9K and leaving 54,075 shares worth $8.24M. The position accounts for 0.06% of the portfolio, ranked #302.

Waverly Advisors first reported a position in BMI in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Waverly Advisors held 54,075 shares of Badger Meter worth $8.24M as of Q1 2026.
  • Waverly Advisors sold 426 Badger Meter shares in Q1 2026, an estimated $66.9K.
  • Badger Meter made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #302 holding.
  • Waverly Advisors first reported a position in Badger Meter in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's Badger Meter position peaked at $12.2M in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.