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
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 $5.72T 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 $1.02T AUM 30.18% 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

Lido Advisors's ITRI Position: Q1 2026 in Review

Lido Advisors increased its Itron (ITRI) stake by 22% in Q1 2026, buying an estimated $56K and bringing the position to 3,255 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Lido Advisors first reported a position in ITRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q3 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Lido Advisors held 3,255 shares of Itron worth $292K as of Q1 2026.
  • Lido Advisors bought 583 Itron shares in Q1 2026, an estimated $56K.
  • Itron made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1584 holding.
  • Lido Advisors first reported a position in Itron in Q2 2025 and has held it in 4 quarters since.
  • Lido Advisors's Itron position peaked at $314K in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.