Creative Planning
ITRI icon

Creative Planning’s Itron ITRI Stock Holding History

Creative Planning’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 		$1.67M Sell
19,279
-1,503
-7% -$128K ﹤0.01% 2229
2026
Q1 		$1.86M Buy
20,782
+2,974
+17% +$286K ﹤0.01% 1948
2025
Q4 		$1.65M Sell
17,808
-8,780
-33% -$956K ﹤0.01% 1875
2025
Q3 		$3.31M Buy
26,588
+1,009
+4% +$128K ﹤0.01% 1144
2025
Q2 		$3.37M Buy
25,579
+2,959
+13% +$335K ﹤0.01% 968
2025
Q1 		$2.37M Buy
22,620
+3,675
+19% +$385K ﹤0.01% 1079
2024
Q4 		$2.06M Buy
18,945
+3,268
+21% +$365K ﹤0.01% 1118
2024
Q3 		$1.67M Buy
15,677
+2,284
+17% +$231K ﹤0.01% 1181
2024
Q2 		$1.33M Buy
13,393
+2,867
+27% +$288K ﹤0.01% 1222
2024
Q1 		$974K Buy
10,526
+5,391
+105% +$434K ﹤0.01% 1355
2023
Q4 		$388K Buy
+5,135
New +$334K ﹤0.01% 1894
2023
Q3 		– Sell
-4,264
Closed -$307K – 2967
2023
Q2 		$307K Buy
+4,264
New +$270K ﹤0.01% 1897
2017
Q3 		– Sell
-73
Closed -$5K – 2798
2017
Q2 		$5K Buy
73
+69
+1,725% +$4.53K ﹤0.01% 3989
2017
Q1 		$0 Hold
4
– – ﹤0.01% 4785
2016
Q4 		$0 Sell
4
-79
-95% -$4.76K ﹤0.01% 4723
2016
Q3 		$5K Buy
+83
New +$3.98K ﹤0.01% 3876
2015
Q2 		– Sell
-1,651
Closed -$60K – 2044
2015
Q1 		$60K Buy
1,651
+1,451
+726% +$54.1K ﹤0.01% 1892
2014
Q4 		$8K Hold
200
– – ﹤0.01% 3231
2014
Q3 		$8K Hold
200
– – ﹤0.01% 3065
2014
Q2 		$8K Hold
200
– – ﹤0.01% 2993
2014
Q1 		$7K Hold
200
– – ﹤0.01% 2926
2013
Q4 		$8K Buy
+200
New +$8.49K ﹤0.01% 2667
2013
Q3 		– Sell
-177
Closed -$8K – 3279
2013
Q2 		$8K Buy
+177
New +$7.55K ﹤0.01% 2360

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

Creative Planning's ITRI Position: Q2 2026 in Review

Creative Planning reduced its Itron (ITRI) stake by 7.2% in Q2 2026, selling an estimated $128K and leaving 19,279 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Creative Planning first reported a position in ITRI in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.37M in Q2 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Creative Planning held 19,279 shares of Itron worth $1.67M as of Q2 2026.
  • Creative Planning sold 1,503 Itron shares in Q2 2026, an estimated $128K.
  • Itron made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2229 holding.
  • Creative Planning first reported a position in Itron in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's Itron position peaked at $3.37M in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.