Physician Wealth Advisors’s Itron ITRI Stock Holding History

Physician Wealth 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	$260	Sell	3 -4	-57%	-$341	﹤0.01%	2298
2026 Q1	$628	Hold	7	–	–	﹤0.01%	1841
2025 Q4	$651	Buy	+7	New	+$763	﹤0.01%	1758
2025 Q3	–	Sell	-4	Closed	-$527	–	1974
2025 Q2	$527	Sell	4 -2	-33%	-$226	﹤0.01%	1695
2025 Q1	$629	Buy	+6	New	+$628	﹤0.01%	1328

Other funds holding ITRI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Physician Wealth Advisors's ITRI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Itron (ITRI) stake by 57% in Q2 2026, selling an estimated $341 and leaving 3 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Physician Wealth Advisors first reported a position in ITRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $651 in Q4 2025. 48 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Physician Wealth Advisors held 3 shares of Itron worth $260 as of Q2 2026.
Physician Wealth Advisors sold 4 Itron shares in Q2 2026, an estimated $341.
Itron made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2298 holding.
Physician Wealth Advisors first reported a position in Itron in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Itron position peaked at $651 in Q4 2025.
48 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.