SageView Advisory Group’s Itron ITRI Stock Holding History

SageView Advisory 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 Q1	–	Sell	-24	Closed	-$2.23K	–	1497
2025 Q4	$2.23K	Buy	+24	New	+$2.61K	﹤0.01%	2211

Other funds holding ITRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SageView Advisory Group's ITRI Position: Q1 2026 in Review

SageView Advisory Group sold out of Itron (ITRI) in Q1 2026, closing a stake of 24 shares — an estimated $2.23K sold.

SageView Advisory Group first reported a position in ITRI in Q4 2025 and held it in 1 quarter. The position peaked at $2.23K in Q4 2025. 435 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

SageView Advisory Group reported no remaining Itron position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 24 Itron shares in Q1 2026, an estimated $2.23K.
SageView Advisory Group first reported a position in Itron in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Itron position peaked at $2.23K in Q4 2025.
435 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.