WAS
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Winch Advisory Services’s Badger Meter BMI Stock Holding History

Winch 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 		$5.18K Hold
34
– – ﹤0.01% 366
2025
Q4 		$5.93K Hold
34
– – ﹤0.01% 348
2025
Q3 		$6.07K Hold
34
– – ﹤0.01% 340
2025
Q2 		$8.33K Hold
34
– – ﹤0.01% 317
2025
Q1 		$6.47K Hold
34
– – ﹤0.01% 318
2024
Q4 		$7.21K Hold
34
– – ﹤0.01% 330
2024
Q3 		$7.43K Hold
34
– – ﹤0.01% 289
2024
Q2 		$6.34K Buy
+34
New +$6.21K ﹤0.01% 299

Other funds holding BMI

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return