Corient Private Wealth
ITRI icon

Corient Private Wealth’s Itron ITRI Stock Holding History

Corient Private Wealth’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 		– Sell
-4,063
Closed -$377K – 2943
2025
Q4 		$377K Sell
4,063
-461
-10% -$50.2K ﹤0.01% 2456
2025
Q3 		$564K Buy
+4,524
New +$575K ﹤0.01% 1730
2025
Q1 		– Sell
-4,263
Closed -$463K – 2366
2024
Q4 		$463K Buy
4,263
+488
+13% +$54.5K ﹤0.01% 1669
2024
Q3 		$403K Buy
3,775
+42
+1% +$4.25K ﹤0.01% 1862
2024
Q2 		$369K Hold
3,733
– – ﹤0.01% 1798
2024
Q1 		$345K Hold
3,733
– – ﹤0.01% 1818
2023
Q4 		$282K Sell
3,733
-4
-0.1% -$260 ﹤0.01% 1892
2023
Q3 		$226K Sell
3,737
-54
-1% -$3.71K ﹤0.01% 1863
2023
Q2 		$273K Buy
3,791
+67
+2% +$4.24K ﹤0.01% 1743
2023
Q1 		$206K Buy
+3,724
New +$206K ﹤0.01% 1790

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

Corient Private Wealth's ITRI Position: Q1 2026 in Review

Corient Private Wealth sold out of Itron (ITRI) in Q1 2026, closing a stake of 4,063 shares — an estimated $377K sold.

Corient Private Wealth first reported a position in ITRI in Q1 2023 and held it in 10 quarters. The position peaked at $564K in Q3 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Corient Private Wealth reported no remaining Itron position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 4,063 Itron shares in Q1 2026, an estimated $377K.
  • Corient Private Wealth first reported a position in Itron in Q1 2023 and held it in 10 quarters.
  • Corient Private Wealth's Itron position peaked at $564K in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.