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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
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 $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

Root Financial Partners's ITRI Position: Q1 2026 in Review

Root Financial Partners reduced its Itron (ITRI) stake by 2.4% in Q1 2026, selling an estimated $192 and leaving 83 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Root Financial Partners first reported a position in ITRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q3 2025. 432 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Root Financial Partners held 83 shares of Itron worth $7.44K as of Q1 2026.
  • Root Financial Partners sold 2 Itron shares in Q1 2026, an estimated $192.
  • Itron made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1797 holding.
  • Root Financial Partners first reported a position in Itron in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Itron position peaked at $12.5K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.