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Wealthspire Advisors (New York)’s Badger Meter BMI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-304
Closed -$54.3K – 1268
2025
Q3 		$54.3K Buy
+304
New +$59.8K ﹤0.01% 1217

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s BMI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 304 shares — an estimated $54.3K sold.

Wealthspire Advisors (New York) first reported a position in BMI in Q3 2025 and held it in 1 quarter. The position peaked at $54.3K in Q3 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 304 Badger Meter shares in Q4 2025, an estimated $54.3K.
  • Wealthspire Advisors (New York) first reported a position in Badger Meter in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Badger Meter position peaked at $54.3K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.