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Twin Peaks Wealth Advisors’s Itron ITRI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-109
Closed -$9.77K – 1211
2026
Q1 		$9.77K Buy
+109
New +$10.5K ﹤0.01% 1079
2025
Q3 		– Sell
-235
Closed -$29.6K – 1146
2025
Q2 		$29.6K Buy
+235
New +$26.6K 0.01% 478

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

Twin Peaks Wealth Advisors's ITRI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Itron (ITRI) in Q2 2026, closing a stake of 109 shares — an estimated $9.77K sold.

Twin Peaks Wealth Advisors first reported a position in ITRI in Q2 2025 and held it in 2 quarters. The position peaked at $29.6K in Q2 2025. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Itron position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 109 Itron shares in Q2 2026, an estimated $9.77K.
  • Twin Peaks Wealth Advisors first reported a position in Itron in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Itron position peaked at $29.6K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.