Whittier Trust’s Badger Meter BMI Stock Holding History

Whittier Trust’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	–	Sell	-13	Closed	-$2.02K	–	1361
2026 Q1	$2.02K	Buy	+13	New	+$2.04K	﹤0.01%	1274

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whittier Trust's BMI Position: Q2 2026 in Review

Whittier Trust sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 13 shares — an estimated $2.02K sold.

Whittier Trust first reported a position in BMI in Q1 2026 and held it in 1 quarter. The position peaked at $2.02K in Q1 2026. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Whittier Trust reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
Whittier Trust sold 13 Badger Meter shares in Q2 2026, an estimated $2.02K.
Whittier Trust first reported a position in Badger Meter in Q1 2026 and held it in 1 quarter.
Whittier Trust's Badger Meter position peaked at $2.02K in Q1 2026.
477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.