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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
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
New York
$5.7T 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
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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