Impact Partnership Wealth
ITRI icon

Impact Partnership Wealth’s Itron ITRI Stock Holding History

Impact Partnership Wealth’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
Q3 		$436K Buy
5,046
+1,007
+25% +$94.2K 0.04% 296
2026
Q2 		$349K Buy
4,039
+1,378
+52% +$118K 0.03% 317
2026
Q1 		$239K Buy
2,661
+119
+5% +$11.4K 0.03% 317
2025
Q4 		$236K Buy
+2,542
New +$277K 0.03% 315

Other funds holding ITRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Impact Partnership Wealth's ITRI Position: Q3 2026 in Review

Impact Partnership Wealth increased its Itron (ITRI) stake by 25% in Q3 2026, buying an estimated $94.2K and bringing the position to 5,046 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #296.

Impact Partnership Wealth first reported a position in ITRI in Q4 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold ITRI as of Q3 2026.

  • Impact Partnership Wealth held 5,046 shares of Itron worth $436K as of Q3 2026.
  • Impact Partnership Wealth bought 1,007 Itron shares in Q3 2026, an estimated $94.2K.
  • Itron made up 0.04% of Impact Partnership Wealth's portfolio in Q3 2026, its #296 holding.
  • Impact Partnership Wealth first reported a position in Itron in Q4 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Itron as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.