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EP Wealth Advisors’s Itron ITRI Stock Holding History

EP Wealth Advisors’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 		$243K Buy
+1,849
New +$209K ﹤0.01% 1142

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's ITRI Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Itron (ITRI) in Q2 2025: 1,849 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

456 funds tracked by Wall St. Rank hold ITRI as of Q2 2025.

  • EP Wealth Advisors held 1,849 shares of Itron worth $243K as of Q2 2025.
  • Itron was a new EP Wealth Advisors position in Q2 2025.
  • Itron made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1142 holding.
  • 456 funds tracked by Wall St. Rank held Itron as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.