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 Q2	$534K	Buy	6,174 +2,714	+78%	+$232K	﹤0.01%	2384
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Cerity Partners's ITRI Position: Q2 2026 in Review

Cerity Partners increased its Itron (ITRI) stake by 78% in Q2 2026, buying an estimated $232K and bringing the position to 6,174 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Cerity Partners first reported a position in ITRI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q1 2023. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Cerity Partners held 6,174 shares of Itron worth $534K as of Q2 2026.
Cerity Partners bought 2,714 Itron shares in Q2 2026, an estimated $232K.
Itron made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2384 holding.
Cerity Partners first reported a position in Itron in Q1 2023 and has held it in 9 quarters since.
Cerity Partners's Itron position peaked at $1.09M in Q1 2023.
413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.