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
2025
Q4 		– Sell
-4,524
Closed -$564K – 2710
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's ITRI Position: Q4 2025 in Review

Corient Private Wealth sold out of Itron (ITRI) in Q4 2025, closing a stake of 4,524 shares — an estimated $564K sold.

Corient Private Wealth first reported a position in ITRI in Q1 2023 and held it in 9 quarters. The position peaked at $564K in Q3 2025. 437 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

  • Corient Private Wealth reported no remaining Itron position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 4,524 Itron shares in Q4 2025, an estimated $564K.
  • Corient Private Wealth first reported a position in Itron in Q1 2023 and held it in 9 quarters.
  • Corient Private Wealth's Itron position peaked at $564K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.