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Summit Securities Group’s Itron ITRI Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1
Closed -$132 – 1197
2025
Q2 		$132 Buy
+1
New +$113 ﹤0.01% 1033
2024
Q3 		– Sell
-1
Closed – – 720
2024
Q2 		$0 Buy
+1
New +$101 ﹤0.01% 672
2014
Q2 		– Sell
-500
Closed -$18K – 616
2014
Q1 		$18K Buy
+500
New +$18.9K 0.01% 241
2013
Q3 		– Sell
-100
Closed -$4K – 483
2013
Q2 		$4K Buy
+100
New +$4.26K ﹤0.01% 416

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Summit Securities Group's ITRI Position: Q3 2025 in Review

Summit Securities Group sold out of Itron (ITRI) in Q3 2025, closing a stake of 1 share — an estimated $132 sold.

Summit Securities Group first reported a position in ITRI in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q1 2014. 465 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

  • Summit Securities Group reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Itron share in Q3 2025, an estimated $132.
  • Summit Securities Group first reported a position in Itron in Q2 2013 and held it in 4 quarters.
  • Summit Securities Group's Itron position peaked at $18K in Q1 2014.
  • 465 funds tracked by Wall St. Rank held Itron as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.