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Sequoia Financial Advisors’s Itron ITRI Stock Holding History

Sequoia Financial 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
2026
Q2 		$3.4M Buy
39,348
+4,743
+14% +$405K 0.02% 440
2026
Q1 		$3.1M Buy
34,605
+1,516
+5% +$146K 0.02% 448
2025
Q4 		$3.07M Buy
33,089
+2,320
+8% +$253K 0.02% 447
2025
Q3 		$3.83M Buy
30,769
+1,745
+6% +$222K 0.02% 354
2025
Q2 		$3.82M Buy
29,024
+1,386
+5% +$157K 0.03% 330
2025
Q1 		$2.9M Buy
27,638
+2,244
+9% +$235K 0.02% 365
2024
Q4 		$2.76M Buy
25,394
+1,268
+5% +$142K 0.03% 345
2024
Q3 		$2.58M Buy
24,126
+1,084
+5% +$110K 0.03% 318
2024
Q2 		$2.28M Buy
23,042
+9,772
+74% +$983K 0.03% 301
2024
Q1 		$1.23M Buy
+13,270
New +$1.07M 0.02% 430

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

Sequoia Financial Advisors's ITRI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Itron (ITRI) stake by 14% in Q2 2026, buying an estimated $405K and bringing the position to 39,348 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #440.

Sequoia Financial Advisors first reported a position in ITRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.83M in Q3 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Sequoia Financial Advisors held 39,348 shares of Itron worth $3.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,743 Itron shares in Q2 2026, an estimated $405K.
  • Itron made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #440 holding.
  • Sequoia Financial Advisors first reported a position in Itron in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Itron position peaked at $3.83M in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.