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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Twin Peaks Wealth Advisors's ITRI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Itron (ITRI) in Q1 2026: 109 shares worth $9.77K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ITRI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ITRI in Q2 2025 and has held it in 2 quarters since. The position peaked at $29.6K in Q2 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 109 shares of Itron worth $9.77K as of Q1 2026.
  • Itron was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Itron made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1079 holding.
  • Twin Peaks Wealth Advisors first reported a position in Itron in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Itron position peaked at $29.6K in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.