UBS Group’s Itron ITRI Stock Holding History

UBS 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
2016 Q1	–	Sell	-1,300	Closed	-$47K	–	7886
2015 Q4	$47K	Buy	+1,300	New	+$45.9K	﹤0.01%	5873

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS Group's ITRI Position: Q2 2026 in Review

UBS Group reduced its Itron (ITRI) stake by 6% in Q2 2026, selling an estimated $2.85M and leaving 522,162 shares worth $45.2M. The position accounts for 0.01% of the portfolio, ranked #1850.

UBS Group first reported a position in ITRI in Q4 2014 and has held it in 47 quarters since. The position peaked at $67.7M in Q1 2025. 414 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

UBS Group held 522,162 shares of Itron worth $45.2M as of Q2 2026.
UBS Group sold 33,438 Itron shares in Q2 2026, an estimated $2.85M.
Itron made up 0.01% of UBS Group's portfolio in Q2 2026, its #1850 holding.
UBS Group first reported a position in Itron in Q4 2014 and has held it in 47 quarters since.
UBS Group's Itron position peaked at $67.7M in Q1 2025.
414 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.