Copia Wealth Management
ITRI icon

Copia Wealth Management’s Itron ITRI Stock Holding History

Copia 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
2026
Q2 		$64.1K Hold
741
– – 0.04% 189
2026
Q1 		$66.4K Hold
741
– – 0.05% 175
2025
Q4 		$68.8K Hold
741
– – 0.05% 176
2025
Q3 		$92.3K Buy
+741
New +$94.2K 0.07% 140

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Copia Wealth Management's ITRI Position: Q2 2026 in Review

Copia Wealth Management held its Itron (ITRI) position steady in Q2 2026 at 741 shares worth $64.1K. The position accounts for 0.04% of the portfolio, ranked #189.

Copia Wealth Management first reported a position in ITRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.3K in Q3 2025. 415 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Copia Wealth Management held 741 shares of Itron worth $64.1K as of Q2 2026.
  • Copia Wealth Management left its Itron share count unchanged in Q2 2026.
  • Itron made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Copia Wealth Management first reported a position in Itron in Q3 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's Itron position peaked at $92.3K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.