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Unique Wealth Strategies’s Itron ITRI Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-4,924
Closed -$648K – 235
2025
Q2 		$648K Buy
+4,924
New +$557K 0.27% 94
2025
Q1 		– Sell
-5,041
Closed -$547K – 204
2024
Q4 		$547K Buy
5,041
+185
+4% +$20.7K 0.24% 120
2024
Q3 		$519K Buy
+4,856
New +$491K 0.22% 123

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 $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Unique Wealth Strategies's ITRI Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Itron (ITRI) in Q3 2025, closing a stake of 4,924 shares — an estimated $648K sold.

Unique Wealth Strategies first reported a position in ITRI in Q3 2024 and held it in 3 quarters. The position peaked at $648K in Q2 2025. 465 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,924 Itron shares in Q3 2025, an estimated $648K.
  • Unique Wealth Strategies first reported a position in Itron in Q3 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Itron position peaked at $648K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held Itron as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.