Wellington Management Group
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Wellington Management Group’s Badger Meter BMI Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-10,755
Closed -$2.63M – 1984
2025
Q2 		$2.63M Sell
10,755
-4,424
-29% -$1M ﹤0.01% 1514
2025
Q1 		$2.89M Sell
15,179
-4,961
-25% -$1.04M ﹤0.01% 1479
2024
Q4 		$4.27M Buy
20,140
+84
+0.4% +$18.3K ﹤0.01% 1384
2024
Q3 		$4.38M Sell
20,056
-3,134
-14% -$628K ﹤0.01% 1370
2024
Q2 		$4.32M Sell
23,190
-5,181
-18% -$946K ﹤0.01% 1348
2024
Q1 		$4.59M Sell
28,371
-9,646
-25% -$1.48M ﹤0.01% 1337
2023
Q4 		$5.87M Buy
38,017
+1,304
+4% +$190K ﹤0.01% 1259
2023
Q3 		$5.28M Sell
36,713
-8,572
-19% -$1.35M ﹤0.01% 1266
2023
Q2 		$6.68M Sell
45,285
-6,778
-13% -$933K ﹤0.01% 1198
2023
Q1 		$6.34M Sell
52,063
-91
-0.2% -$10.6K ﹤0.01% 1222
2022
Q4 		$5.69M Sell
52,154
-14,250
-21% -$1.55M ﹤0.01% 1238
2022
Q3 		$6.13M Sell
66,404
-27,514
-29% -$2.55M ﹤0.01% 1229
2022
Q2 		$7.6M Sell
93,918
-13,900
-13% -$1.15M ﹤0.01% 1185
2022
Q1 		$10.8M Sell
107,818
-9,713
-8% -$952K ﹤0.01% 1178
2021
Q4 		$12.5M Buy
117,531
+2,259
+2% +$238K ﹤0.01% 1196
2021
Q3 		$11.7M Buy
115,272
+13,119
+13% +$1.34M ﹤0.01% 1229
2021
Q2 		$10M Buy
102,153
+19,617
+24% +$1.85M ﹤0.01% 1279
2021
Q1 		$7.68M Sell
82,536
-25,530
-24% -$2.57M ﹤0.01% 1306
2020
Q4 		$10.2M Buy
108,066
+69,452
+180% +$5.55M ﹤0.01% 1183
2020
Q3 		$2.52M Sell
38,614
-170
-0.4% -$10.9K ﹤0.01% 1375
2020
Q2 		$2.44M Sell
38,784
-21,416
-36% -$1.27M ﹤0.01% 1326
2020
Q1 		$3.23M Buy
+60,200
New +$3.67M ﹤0.01% 1284
2016
Q2 		– Sell
-29,292
Closed -$974K – 2088
2016
Q1 		$974K Buy
+29,292
New +$905K ﹤0.01% 1813

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wellington Management Group's BMI Position: Q3 2025 in Review

Wellington Management Group sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 10,755 shares — an estimated $2.63M sold.

Wellington Management Group first reported a position in BMI in Q1 2016 and held it in 23 quarters. The position peaked at $12.5M in Q4 2021. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Wellington Management Group reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 10,755 Badger Meter shares in Q3 2025, an estimated $2.63M.
  • Wellington Management Group first reported a position in Badger Meter in Q1 2016 and held it in 23 quarters.
  • Wellington Management Group's Badger Meter position peaked at $12.5M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.