PWPS
ITRI icon

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
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 $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 Planning Services's ITRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Itron (ITRI) stake by 11% in Q1 2026, buying an estimated $8.74K and bringing the position to 926 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #894.

Pinnacle Wealth Planning Services first reported a position in ITRI in Q4 2020 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 926 shares of Itron worth $83K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 91 Itron shares in Q1 2026, an estimated $8.74K.
  • Itron made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #894 holding.
  • Pinnacle Wealth Planning Services first reported a position in Itron in Q4 2020 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.