Unified Investment Management’s Itron ITRI Stock Holding History

Unified Investment Management’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 Q3	$236K	Buy	+2,735	New	+$256K	0.21%	130

Other funds holding ITRI

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Unified Investment Management's ITRI Position: Q3 2026 in Review

Unified Investment Management opened a new position in Itron (ITRI) in Q3 2026: 2,735 shares worth $236K. The stake represents 0.21% of the portfolio and ranks #130 among its holdings.

31 funds tracked by Wall St. Rank hold ITRI as of Q3 2026.

Unified Investment Management held 2,735 shares of Itron worth $236K as of Q3 2026.
Itron was a new Unified Investment Management position in Q3 2026.
Itron made up 0.21% of Unified Investment Management's portfolio in Q3 2026, its #130 holding.
31 funds tracked by Wall St. Rank held Itron as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.