Abound Wealth Management’s Itron ITRI Stock Holding History

Abound Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260	Hold	3	–	–	﹤0.01%	1058
2026 Q1	$269	Hold	3	–	–	﹤0.01%	1150
2025 Q4	$279	Hold	3	–	–	﹤0.01%	1077
2025 Q3	$374	Hold	3	–	–	﹤0.01%	962
2025 Q2	$395	Hold	3	–	–	﹤0.01%	884
2025 Q1	$315	Sell	3 -1	-25%	-$105	﹤0.01%	867
2024 Q4	$435	Sell	4 -1	-20%	-$112	﹤0.01%	819
2024 Q3	$535	Sell	5 -1	-17%	-$101	﹤0.01%	862
2024 Q2	$594	Hold	6	–	–	﹤0.01%	781
2024 Q1	$556	Hold	6	–	–	﹤0.01%	860
2023 Q4	$454	Hold	6	–	–	﹤0.01%	961
2023 Q3	$364	Hold	6	–	–	﹤0.01%	927
2023 Q2	$433	Buy	+6	New	+$379	﹤0.01%	895

Other funds holding ITRI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return