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Pinnacle Wealth Management Advisory Group’s Itron ITRI Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		– Sell
-2,592
Closed -$241K – 565
2025
Q4 		$241K Buy
2,592
+67
+3% +$7.3K 0.02% 456
2025
Q3 		$315K Hold
2,525
– – 0.02% 306
2025
Q2 		$332K Buy
2,525
+180
+8% +$20.4K 0.03% 281
2025
Q1 		$246K Buy
2,345
+160
+7% +$16.8K 0.02% 307
2024
Q4 		$237K Buy
2,185
+125
+6% +$14K 0.02% 318
2024
Q3 		$220K Buy
2,060
+10
+0.5% +$1.01K 0.02% 329
2024
Q2 		$203K Sell
2,050
-200
-9% -$20.1K 0.02% 339
2024
Q1 		$208K Buy
+2,250
New +$181K 0.02% 326

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

Pinnacle Wealth Management Advisory Group's ITRI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Itron (ITRI) in Q1 2026, closing a stake of 2,592 shares — an estimated $241K sold.

Pinnacle Wealth Management Advisory Group first reported a position in ITRI in Q1 2024 and held it in 8 quarters. The position peaked at $332K in Q2 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Itron position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,592 Itron shares in Q1 2026, an estimated $241K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Itron in Q1 2024 and held it in 8 quarters.
  • Pinnacle Wealth Management Advisory Group's Itron position peaked at $332K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.