Envestnet Portfolio Solutions
ITRI icon

Envestnet Portfolio Solutions’s Itron ITRI Stock Holding History

Envestnet Portfolio Solutions’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
-1,732
Closed -$216K – 1528
2025
Q3 		$216K Sell
1,732
-317
-15% -$40.3K ﹤0.01% 1395
2025
Q2 		$270K Buy
+2,049
New +$232K ﹤0.01% 1390

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

Envestnet Portfolio Solutions's ITRI Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Itron (ITRI) in Q4 2025, closing a stake of 1,732 shares — an estimated $216K sold.

Envestnet Portfolio Solutions first reported a position in ITRI in Q2 2025 and held it in 2 quarters. The position peaked at $270K in Q2 2025. 437 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Itron position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,732 Itron shares in Q4 2025, an estimated $216K.
  • Envestnet Portfolio Solutions first reported a position in Itron in Q2 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Itron position peaked at $270K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.