Steward Partners Investment Advisory’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.4K | Sell |
1,031
-76
| -7% | -$7.3K | ﹤0.01% | 2415 |
|
|
2025
Q4 | $103K | Sell |
1,107
-357
| -24% | -$38.9K | ﹤0.01% | 2275 |
|
|
2025
Q3 | $182K | Buy |
1,464
+401
| +38% | +$51K | ﹤0.01% | 1917 |
|
|
2025
Q2 | $140K | Hold |
1,063
| – | – | ﹤0.01% | 1925 |
|
|
2025
Q1 | $111K | Sell |
1,063
-757
| -42% | -$79.3K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $198K | Buy |
1,820
+548
| +43% | +$61.2K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $136K | Buy |
1,272
+322
| +34% | +$32.6K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $94K | Sell |
950
-21
| -2% | -$2.11K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $89.8K | Sell |
971
-8
| -0.8% | -$644 | ﹤0.01% | 1823 |
|
|
2023
Q4 | $73.9K | Buy |
979
+6
| +0.6% | +$390 | ﹤0.01% | 1815 |
|
|
2023
Q3 | $58.9K | Hold |
973
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q2 | $70.2K | Hold |
973
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q1 | $54K | Hold |
973
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q4 | $49.3K | Sell |
973
-299
| -24% | -$14.8K | ﹤0.01% | 1843 |
|
|
2022
Q3 | $54K | Buy |
1,272
+318
| +33% | +$15.8K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $47K | Sell |
954
-250
| -21% | -$12.4K | ﹤0.01% | 1839 |
|
|
2022
Q1 | $63K | Sell |
1,204
-700
| -37% | -$39.2K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $130K | Sell |
1,904
-250
| -12% | -$17.6K | ﹤0.01% | 1477 |
|
|
2021
Q3 | $163K | Buy |
2,154
+299
| +16% | +$25.6K | ﹤0.01% | 1351 |
|
|
2021
Q2 | $185K | Sell |
1,855
-1,060
| -36% | -$98.3K | ﹤0.01% | 1598 |
|
|
2021
Q1 | $258K | Buy |
2,915
+1,500
| +106% | +$148K | ﹤0.01% | 1172 |
|
|
2020
Q4 | $136K | Buy |
1,415
+60
| +4% | +$4.61K | ﹤0.01% | 1235 |
|
|
2020
Q3 | $82K | Buy |
1,355
+250
| +23% | +$15.9K | ﹤0.01% | 1294 |
|
|
2020
Q2 | $73K | Sell |
1,105
-35
| -3% | -$2.23K | ﹤0.01% | 1269 |
|
|
2020
Q1 | $63K | Hold |
1,140
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q4 | $95K | Sell |
1,140
-30
| -3% | -$2.36K | ﹤0.01% | 1155 |
|
|
2019
Q3 | $86K | Hold |
1,170
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q2 | $73K | Buy |
+1,170
| New | +$65K | ﹤0.01% | 1190 |
|
|
2019
Q1 | – | Sell |
-5,285
| Closed | -$249K | – | 817 |
|
|
2018
Q4 | $249K | Buy |
5,285
+4,685
| +781% | +$248K | 0.01% | 643 |
|
|
2018
Q3 | $39K | Buy |
600
+200
| +50% | +$12.6K | ﹤0.01% | 1293 |
|
|
2018
Q2 | $24K | Buy |
+400
| New | +$25.3K | ﹤0.01% | 1392 |
|
Other funds holding ITRI
VPM
VCM
Steward Partners Investment Advisory's ITRI Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Itron (ITRI) stake by 6.9% in Q1 2026, selling an estimated $7.3K and leaving 1,031 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.
Steward Partners Investment Advisory first reported a position in ITRI in Q2 2018 and has held it in 31 quarters since. The position peaked at $258K in Q1 2021. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.
- Steward Partners Investment Advisory held 1,031 shares of Itron worth $92.4K as of Q1 2026.
- Steward Partners Investment Advisory sold 76 Itron shares in Q1 2026, an estimated $7.3K.
- Itron made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2415 holding.
- Steward Partners Investment Advisory first reported a position in Itron in Q2 2018 and has held it in 31 quarters since.
- Steward Partners Investment Advisory's Itron position peaked at $258K in Q1 2021.
- 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.