EWA
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EverSource Wealth Advisors’s Itron ITRI Stock Holding History

EverSource 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
2026
Q2 		$10.2K Buy
118
+39
+49% +$3.33K ﹤0.01% 2897
2026
Q1 		$7.08K Sell
79
-62
-44% -$5.95K ﹤0.01% 3099
2025
Q4 		$13.1K Sell
141
-120
-46% -$13.1K ﹤0.01% 2660
2025
Q3 		$32.5K Sell
261
-140
-35% -$17.8K ﹤0.01% 2006
2025
Q2 		$52.8K Buy
401
+81
+25% +$9.16K ﹤0.01% 1583
2025
Q1 		$33.5K Buy
320
+33
+11% +$3.46K ﹤0.01% 1429
2024
Q4 		$31.2K Buy
287
+24
+9% +$2.68K ﹤0.01% 1396
2024
Q3 		$28.1K Sell
263
-5
-2% -$506 ﹤0.01% 1322
2024
Q2 		$27.7K Buy
268
+5
+2% +$503 ﹤0.01% 1354
2024
Q1 		$24.2K Buy
263
+4
+2% +$322 ﹤0.01% 1273
2023
Q4 		$19.6K Hold
259
– – ﹤0.01% 1242
2023
Q3 		$15.7K Hold
259
– – ﹤0.01% 1221
2023
Q2 		$18.7K Hold
259
– – ﹤0.01% 1179
2023
Q1 		$14.4K Buy
259
+157
+154% +$8.67K ﹤0.01% 1213
2022
Q4 		$5.17K Sell
102
-488
-83% -$24.1K ﹤0.01% 1588
2022
Q3 		$26K Sell
590
-108
-15% -$5.38K 0.01% 814
2022
Q2 		$34K Buy
698
+358
+105% +$17.8K 0.01% 695
2022
Q1 		$18K Buy
340
+56
+20% +$3.13K ﹤0.01% 739
2021
Q4 		$19K Buy
+284
New +$20K 0.01% 711

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's ITRI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Itron (ITRI) stake by 49% in Q2 2026, buying an estimated $3.33K and bringing the position to 118 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

EverSource Wealth Advisors first reported a position in ITRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.8K in Q2 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • EverSource Wealth Advisors held 118 shares of Itron worth $10.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 39 Itron shares in Q2 2026, an estimated $3.33K.
  • Itron made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2897 holding.
  • EverSource Wealth Advisors first reported a position in Itron in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Itron position peaked at $52.8K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.