Lloyd Advisory Services’s Itron ITRI Stock Holding History

Lloyd Advisory Services’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	–	Sell	-3,012	Closed	-$270K	–	820
2026 Q1	$270K	Buy	+3,012	New	+$289K	0.08%	127
2022 Q2	–	Sell	-15	Closed	-$1K	–	306
2022 Q1	$1K	Buy	+15	New	+$839	﹤0.01%	568

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Lloyd Advisory Services's ITRI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Itron (ITRI) in Q2 2026, closing a stake of 3,012 shares — an estimated $270K sold.

Lloyd Advisory Services first reported a position in ITRI in Q1 2022 and held it in 2 quarters. The position peaked at $270K in Q1 2026. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Lloyd Advisory Services reported no remaining Itron position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 3,012 Itron shares in Q2 2026, an estimated $270K.
Lloyd Advisory Services first reported a position in Itron in Q1 2022 and held it in 2 quarters.
Lloyd Advisory Services's Itron position peaked at $270K in Q1 2026.
413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.