Optimize Financial’s Itron ITRI Stock Holding History

Optimize Financial’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	-17,446	Closed	-$2.3M	–	385
2025 Q2	$2.3M	Sell	17,446 -124	-0.7%	-$14K	1.41%	11
2025 Q1	$1.84M	Buy	17,570 +463	+3%	+$48.5K	0.69%	10
2024 Q4	$1.86M	Buy	+17,107	New	+$1.91M	1.39%	15

Other funds holding ITRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Optimize Financial's ITRI Position: Q3 2025 in Review

Optimize Financial sold out of Itron (ITRI) in Q3 2025, closing a stake of 17,446 shares — an estimated $2.3M sold.

Optimize Financial first reported a position in ITRI in Q4 2024 and held it in 3 quarters. The position peaked at $2.3M in Q2 2025. 465 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

Optimize Financial reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 17,446 Itron shares in Q3 2025, an estimated $2.3M.
Optimize Financial first reported a position in Itron in Q4 2024 and held it in 3 quarters.
Optimize Financial's Itron position peaked at $2.3M in Q2 2025.
465 funds tracked by Wall St. Rank held Itron as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.