Lido Advisors
ITRI icon

Lido Advisors’s Itron ITRI Stock Holding History

Lido 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 		$331K Buy
3,825
+570
+18% +$48.7K ﹤0.01% 1710
2026
Q1 		$292K Buy
3,255
+583
+22% +$56K ﹤0.01% 1584
2025
Q4 		$312K Buy
2,672
+154
+6% +$16.8K ﹤0.01% 1547
2025
Q3 		$314K Buy
2,518
+147
+6% +$18.7K ﹤0.01% 1466
2025
Q2 		$312K Buy
+2,371
New +$268K ﹤0.01% 1327

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 $3.37T AUM 44.26% 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

Lido Advisors's ITRI Position: Q2 2026 in Review

Lido Advisors increased its Itron (ITRI) stake by 18% in Q2 2026, buying an estimated $48.7K and bringing the position to 3,825 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Lido Advisors first reported a position in ITRI in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Lido Advisors held 3,825 shares of Itron worth $331K as of Q2 2026.
  • Lido Advisors bought 570 Itron shares in Q2 2026, an estimated $48.7K.
  • Itron made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1710 holding.
  • Lido Advisors first reported a position in Itron in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.