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Rise Advisors’s Itron ITRI Stock Holding History

Rise Advisors’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
Q4 		– Sell
-86
Closed -$10.7K – 757
2025
Q3 		$10.7K Hold
86
– – ﹤0.01% 955
2025
Q2 		$11.3K Hold
86
– – ﹤0.01% 913
2025
Q1 		$9.01K Sell
86
-78
-48% -$8.17K ﹤0.01% 1046
2024
Q4 		$17.8K Hold
164
– – 0.01% 737
2024
Q3 		$17.5K Hold
164
– – 0.01% 774
2024
Q2 		$16.2K Hold
164
– – 0.01% 784
2024
Q1 		$15.2K Buy
+164
New +$13.2K 0.01% 852

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's ITRI Position: Q4 2025 in Review

Rise Advisors sold out of Itron (ITRI) in Q4 2025, closing a stake of 86 shares — an estimated $10.7K sold.

Rise Advisors first reported a position in ITRI in Q1 2024 and held it in 7 quarters. The position peaked at $17.8K in Q4 2024. 437 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

  • Rise Advisors reported no remaining Itron position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 86 Itron shares in Q4 2025, an estimated $10.7K.
  • Rise Advisors first reported a position in Itron in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Itron position peaked at $17.8K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.