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Mount Yale Investment Advisors’s Itron ITRI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-3,398
Closed -$447K – 1131
2025
Q2 		$447K Buy
3,398
+115
+4% +$13K 0.03% 366
2025
Q1 		$344K Buy
3,283
+650
+25% +$68.1K 0.03% 402
2024
Q4 		$286K Buy
+2,633
New +$294K 0.02% 455

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Mount Yale Investment Advisors's ITRI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Itron (ITRI) in Q3 2025, closing a stake of 3,398 shares — an estimated $447K sold.

Mount Yale Investment Advisors first reported a position in ITRI in Q4 2024 and held it in 3 quarters. The position peaked at $447K in Q2 2025. 463 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,398 Itron shares in Q3 2025, an estimated $447K.
  • Mount Yale Investment Advisors first reported a position in Itron in Q4 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Itron position peaked at $447K in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Itron as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.