Bell Investment Advisors’s Itron ITRI Stock Holding History

Bell Investment Advisors’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 Q1	$986	Hold	11	–	–	﹤0.01%	1555
2025 Q4	$1.02K	Hold	11	–	–	﹤0.01%	1543
2025 Q3	$1.37K	Hold	11	–	–	﹤0.01%	1465
2025 Q2	$1.45K	Hold	11	–	–	﹤0.01%	1467
2025 Q1	$1.15K	Hold	11	–	–	﹤0.01%	1501
2024 Q4	$1.2K	Hold	11	–	–	﹤0.01%	1530
2024 Q3	$1.18K	Hold	11	–	–	﹤0.01%	1543
2024 Q2	$1.09K	Hold	11	–	–	﹤0.01%	1590
2024 Q1	$1.02K	Hold	11	–	–	﹤0.01%	1598
2023 Q4	$831	Sell	11 -7	-39%	-$455	﹤0.01%	1633
2023 Q3	$1.09K	Hold	18	–	–	﹤0.01%	1538
2023 Q2	$1.3K	Buy	18 +7	+64%	+$443	﹤0.01%	1500
2023 Q1	$610	Hold	11	–	–	﹤0.01%	1738
2022 Q4	$557	Buy	+11	New	+$544	﹤0.01%	1762
2022 Q3	–	Sell	-18	Closed	-$1K	–	1829
2022 Q2	$1K	Buy	+18	New	+$893	﹤0.01%	1468
2021 Q4	$2K	Buy	34 +16	+89%	+$1.13K	﹤0.01%	1162
2021 Q3	$1K	Buy	+18	New	+$1.54K	﹤0.01%	1423

Other funds holding ITRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Impax Asset Management Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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

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

Bank of New York Mellon

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