CA
ITRI icon

Clearstead Advisors’s Itron ITRI Stock Holding History

Clearstead 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
Q2 		$693 Buy
+8
New +$683 ﹤0.01% 2828
2026
Q1 		– Sell
-51
Closed -$4.74K – 2554
2025
Q4 		$4.74K Buy
51
+19
+59% +$2.07K ﹤0.01% 2029
2025
Q3 		$3.99K Sell
32
-85
-73% -$10.8K ﹤0.01% 2242
2025
Q2 		$15.4K Buy
117
+41
+54% +$4.64K ﹤0.01% 1732
2025
Q1 		$7.96K Hold
76
– – ﹤0.01% 1669
2024
Q4 		$8.25K Buy
76
+25
+49% +$2.79K ﹤0.01% 1626
2024
Q3 		$5.45K Hold
51
– – ﹤0.01% 1699
2024
Q2 		$5.05K Buy
+51
New +$5.13K ﹤0.01% 1687

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's ITRI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Itron (ITRI) in Q2 2026: 8 shares worth $693. The stake represents ﹤0.01% of the portfolio and ranks #2828 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ITRI as recently as Q4 2025.

Clearstead Advisors first reported a position in ITRI in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q2 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Clearstead Advisors held 8 shares of Itron worth $693 as of Q2 2026.
  • Itron was a new Clearstead Advisors position in Q2 2026.
  • Itron made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2828 holding.
  • Clearstead Advisors first reported a position in Itron in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Itron position peaked at $15.4K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.