Private Wealth Management Group’s Itron ITRI Stock Holding History

Private Wealth Management 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 Q2	$2.25K	Sell	26 -1	-4%	-$85	﹤0.01%	1125
2026 Q1	$2.42K	Sell	27 -17	-39%	-$1.63K	﹤0.01%	1025
2025 Q4	$4.09K	Buy	44 +17	+63%	+$1.85K	﹤0.01%	853
2025 Q3	$3.36K	Hold	27	–	–	﹤0.01%	941
2025 Q2	$3.56K	Hold	27	–	–	﹤0.01%	895
2025 Q1	$2.83K	Hold	27	–	–	﹤0.01%	937
2024 Q4	$2.93K	Hold	27	–	–	﹤0.01%	950
2024 Q3	$2.88K	Hold	27	–	–	﹤0.01%	938
2024 Q2	$2.67K	Hold	27	–	–	﹤0.01%	948
2024 Q1	$2.5K	Hold	27	–	–	﹤0.01%	878
2023 Q4	$2.04K	Buy	+27	New	+$1.76K	﹤0.01%	972

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's ITRI Position: Q2 2026 in Review

Private Wealth Management Group reduced its Itron (ITRI) stake by 3.7% in Q2 2026, selling an estimated $85 and leaving 26 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Private Wealth Management Group first reported a position in ITRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09K in Q4 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Private Wealth Management Group held 26 shares of Itron worth $2.25K as of Q2 2026.
Private Wealth Management Group sold 1 Itron share in Q2 2026, an estimated $85.
Itron made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1125 holding.
Private Wealth Management Group first reported a position in Itron in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Itron position peaked at $4.09K in Q4 2025.
413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.