Wealth Enhancement Advisory Services
BMI icon

Wealth Enhancement Advisory Services’s Badger Meter BMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$716K Buy
4,967
+2,090
+73% +$273K ﹤0.01% 2357
2026
Q1 		$451K Sell
2,877
-16,055
-85% -$2.52M ﹤0.01% 2400
2025
Q4 		$3.44M Sell
18,932
-47
-0.2% -$8.46K ﹤0.01% 1210
2025
Q3 		$3.39M Sell
18,979
-210
-1% -$41.3K 0.01% 1153
2025
Q2 		$4.66M Sell
19,189
-44
-0.2% -$9.97K 0.01% 929
2025
Q1 		$3.66M Buy
19,233
+991
+5% +$207K 0.01% 949
2024
Q4 		$3.87M Sell
18,242
-6
-0% -$1.31K 0.01% 890
2024
Q3 		$3.99M Buy
18,248
+45
+0.2% +$9.02K 0.01% 803
2024
Q2 		$3.39M Buy
18,203
+15,024
+473% +$2.74M 0.01% 807
2024
Q1 		$514K Buy
3,179
+213
+7% +$32.7K ﹤0.01% 1566
2023
Q4 		$458K Buy
2,966
+16
+0.5% +$2.33K ﹤0.01% 1561
2023
Q3 		$424K Buy
+2,950
New +$466K ﹤0.01% 1524

Other funds holding BMI

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's BMI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Badger Meter (BMI) stake by 73% in Q2 2026, buying an estimated $273K and bringing the position to 4,967 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Wealth Enhancement Advisory Services first reported a position in BMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.66M in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,967 shares of Badger Meter worth $716K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,090 Badger Meter shares in Q2 2026, an estimated $273K.
  • Badger Meter made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2357 holding.
  • Wealth Enhancement Advisory Services first reported a position in Badger Meter in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Badger Meter position peaked at $4.66M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.