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Pinnacle Wealth Planning Services’s Itron ITRI Stock Holding History

Pinnacle Wealth Planning 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 		$55.4K Sell
640
-286
-31% -$24.4K 0.01% 1200
2026
Q1 		$83K Buy
926
+91
+11% +$8.74K 0.01% 894
2025
Q4 		$77.5K Buy
+835
New +$91K 0.01% 930
2021
Q1 		– Sell
-74
Closed -$7K – 1141
2020
Q4 		$7K Buy
+74
New +$5.69K ﹤0.01% 1530

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's ITRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Itron (ITRI) stake by 31% in Q2 2026, selling an estimated $24.4K and leaving 640 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #1200.

Pinnacle Wealth Planning Services first reported a position in ITRI in Q4 2020 and has held it in 4 quarters since. The position peaked at $83K in Q1 2026. 414 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 640 shares of Itron worth $55.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 286 Itron shares in Q2 2026, an estimated $24.4K.
  • Itron made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1200 holding.
  • Pinnacle Wealth Planning Services first reported a position in Itron in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Itron position peaked at $83K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.