Accurate Wealth Management’s Itron ITRI Stock Holding History

Accurate 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
2025 Q4	–	Sell	-1,790	Closed	-$233K	–	520
2025 Q3	$233K	Buy	1,790 +212	+13%	+$27K	0.03%	451
2025 Q2	$214K	Buy	+1,578	New	+$179K	0.03%	419

Other funds holding ITRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's ITRI Position: Q4 2025 in Review

Accurate Wealth Management sold out of Itron (ITRI) in Q4 2025, closing a stake of 1,790 shares — an estimated $233K sold.

Accurate Wealth Management first reported a position in ITRI in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 437 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

Accurate Wealth Management reported no remaining Itron position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 1,790 Itron shares in Q4 2025, an estimated $233K.
Accurate Wealth Management first reported a position in Itron in Q2 2025 and held it in 2 quarters.
Accurate Wealth Management's Itron position peaked at $233K in Q3 2025.
437 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.