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Cornerstone Planning Group’s Itron ITRI Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-24
Closed -$2.53K – 1613
2025
Q1 		$2.53K Hold
24
– – ﹤0.01% 925
2024
Q4 		$2.54K Hold
24
– – ﹤0.01% 727
2024
Q3 		$2.5K Hold
24
– – ﹤0.01% 717
2024
Q2 		$2.34K Hold
24
– – ﹤0.01% 727
2024
Q1 		$2.57K Hold
24
– – ﹤0.01% 618
2023
Q4 		$1.81K Hold
24
– – ﹤0.01% 652
2023
Q3 		$1.45K Hold
24
– – ﹤0.01% 723
2023
Q2 		$1.73K Buy
+24
New +$1.52K ﹤0.01% 1218
2022
Q4 		$1.34K Buy
+24
New +$1.19K ﹤0.01% 1289

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning Group's ITRI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Itron (ITRI) in Q2 2025, closing a stake of 24 shares — an estimated $2.53K sold.

Cornerstone Planning Group first reported a position in ITRI in Q4 2022 and held it in 9 quarters. The position peaked at $2.57K in Q1 2024. 457 funds tracked by Wall St. Rank hold ITRI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Itron position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 24 Itron shares in Q2 2025, an estimated $2.53K.
  • Cornerstone Planning Group first reported a position in Itron in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Itron position peaked at $2.57K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Itron as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.