Polen Capital Management’s Itron ITRI Stock Holding History

Polen Capital Management’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	-8,703	Closed	-$1.15M	–	262
2025 Q2	$1.15M	Buy	+8,703	New	+$985K	﹤0.01%	135

Other funds holding ITRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Polen Capital Management's ITRI Position: Q3 2025 in Review

Polen Capital Management sold out of Itron (ITRI) in Q3 2025, closing a stake of 8,703 shares — an estimated $1.15M sold.

Polen Capital Management first reported a position in ITRI in Q2 2025 and held it in 1 quarter. The position peaked at $1.15M in Q2 2025. 463 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

Polen Capital Management reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
Polen Capital Management sold 8,703 Itron shares in Q3 2025, an estimated $1.15M.
Polen Capital Management first reported a position in Itron in Q2 2025 and held it in 1 quarter.
Polen Capital Management's Itron position peaked at $1.15M in Q2 2025.
463 funds tracked by Wall St. Rank held Itron as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.