HWM
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Hohimer Wealth Management’s Itron ITRI Stock Holding History

Hohimer Wealth Management’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
Q1 		$218K Buy
+2,428
New +$233K 0.03% 302
2025
Q4 		– Sell
-1,694
Closed -$211K – 350
2025
Q3 		$211K Buy
+1,694
New +$215K 0.03% 327
2020
Q3 		– Sell
-7,284
Closed -$483K – 192
2020
Q2 		$483K Hold
7,284
– – 0.17% 146
2020
Q1 		$502K Hold
7,284
– – 0.21% 136
2019
Q4 		$611K Buy
+7,284
New +$573K 0.21% 155

Other funds holding ITRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return