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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
Q2 		$5.04K Hold
34
– – ﹤0.01% 397
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's BMI Position: Q2 2026 in Review

Winch Advisory Services held its Badger Meter (BMI) position steady in Q2 2026 at 34 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Winch Advisory Services first reported a position in BMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.33K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Winch Advisory Services held 34 shares of Badger Meter worth $5.04K as of Q2 2026.
  • Winch Advisory Services left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #397 holding.
  • Winch Advisory Services first reported a position in Badger Meter in Q2 2024 and has held it in 9 quarters since.
  • Winch Advisory Services's Badger Meter position peaked at $8.33K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.