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True Wealth Design’s Itron ITRI Stock Holding History

True Wealth Design’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
Q4 		– Sell
-13
Closed -$1.62K – 2689
2025
Q3 		$1.62K Hold
13
– – ﹤0.01% 1547
2025
Q2 		$1.71K Buy
13
+5
+63% +$566 ﹤0.01% 1243
2025
Q1 		$839 Sell
8
-71
-90% -$7.43K ﹤0.01% 1334
2024
Q4 		$8.58K Buy
79
+14
+22% +$1.56K ﹤0.01% 442
2024
Q3 		$6.94K Buy
+65
New +$6.58K ﹤0.01% 495

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's ITRI Position: Q4 2025 in Review

True Wealth Design sold out of Itron (ITRI) in Q4 2025, closing a stake of 13 shares — an estimated $1.62K sold.

True Wealth Design first reported a position in ITRI in Q3 2024 and held it in 5 quarters. The position peaked at $8.58K in Q4 2024. 437 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

  • True Wealth Design reported no remaining Itron position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 13 Itron shares in Q4 2025, an estimated $1.62K.
  • True Wealth Design first reported a position in Itron in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's Itron position peaked at $8.58K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.