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Root Financial Partners’s Itron ITRI Stock Holding History

Root Financial Partners’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 		– Sell
-83
Closed -$7.44K – 1803
2026
Q1 		$7.44K Sell
83
-2
-2% -$192 ﹤0.01% 1797
2025
Q4 		$7.89K Sell
85
-15
-15% -$1.63K ﹤0.01% 1601
2025
Q3 		$12.5K Buy
+100
New +$12.7K ﹤0.01% 1360

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

Root Financial Partners's ITRI Position: Q2 2026 in Review

Root Financial Partners sold out of Itron (ITRI) in Q2 2026, closing a stake of 83 shares — an estimated $7.44K sold.

Root Financial Partners first reported a position in ITRI in Q3 2025 and held it in 3 quarters. The position peaked at $12.5K in Q3 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Root Financial Partners reported no remaining Itron position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 83 Itron shares in Q2 2026, an estimated $7.44K.
  • Root Financial Partners first reported a position in Itron in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Itron position peaked at $12.5K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.