Cerity Partners
ITRI icon

Cerity Partners’s Itron ITRI Stock Holding History

Cerity Partners’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 		$310K Buy
+3,460
New +$332K ﹤0.01% 2586
2025
Q4 		– Sell
-6,249
Closed -$778K – 2954
2025
Q3 		$778K Buy
6,249
+818
+15% +$104K ﹤0.01% 1720
2025
Q2 		$715K Buy
5,431
+503
+10% +$56.9K ﹤0.01% 1686
2025
Q1 		$516K Buy
4,928
+1,701
+53% +$178K ﹤0.01% 1738
2024
Q4 		$347K Sell
3,227
-1,026
-24% -$115K ﹤0.01% 1965
2024
Q3 		$454K Buy
+4,253
New +$430K ﹤0.01% 1823
2024
Q2 		– Sell
-2,389
Closed -$221K – 2309
2024
Q1 		$221K Buy
+2,389
New +$192K ﹤0.01% 2053
2023
Q2 		– Sell
-422
Closed -$1.09M – 1806
2023
Q1 		$1.09M Buy
+422
New +$23.3K ﹤0.01% 943

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Cerity Partners's ITRI Position: Q1 2026 in Review

Cerity Partners opened a new position in Itron (ITRI) in Q1 2026: 3,460 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #2586 among its holdings. This is a return to the name: Cerity Partners previously reported a position in ITRI as recently as Q3 2025.

Cerity Partners first reported a position in ITRI in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2023. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Cerity Partners held 3,460 shares of Itron worth $310K as of Q1 2026.
  • Itron was a new Cerity Partners position in Q1 2026.
  • Itron made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2586 holding.
  • Cerity Partners first reported a position in Itron in Q1 2023 and has held it in 8 quarters since.
  • Cerity Partners's Itron position peaked at $1.09M in Q1 2023.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.