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Wormser Freres Gestion’s Itron ITRI Stock Holding History

Wormser Freres Gestion’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 		$376K Buy
4,358
+299
+7% +$28K 0.21% 26
2026
Q2 		$351K Buy
4,059
+175
+5% +$14.9K 0.2% 28
2026
Q1 		$356K Buy
3,884
+1,135
+41% +$109K 0.26% 25
2025
Q4 		$255K Buy
2,749
+1,081
+65% +$118K 0.15% 29
2025
Q3 		$208K Sell
1,668
-3
-0.2% -$382 0.12% 31
2025
Q2 		$220K Sell
1,671
-5
-0.3% -$566 0.13% 32
2025
Q1 		$175K Sell
1,676
-187
-10% -$19.6K 0.11% 34
2024
Q4 		$205K Sell
1,863
-562
-23% -$62.8K 0.12% 32
2024
Q3 		$260K Sell
2,425
-1,059
-30% -$107K 0.16% 30
2024
Q2 		$356K Sell
3,484
-18
-0.5% -$1.81K 0.23% 27
2024
Q1 		$326K Buy
3,502
+602
+21% +$48.5K 0.22% 26
2023
Q4 		$219K Buy
+2,900
New +$189K 0.18% 26

Other funds holding ITRI

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Graphene Investments SAS
Graphene Investments SAS Paris, France $185M AUM 30.21% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

Wormser Freres Gestion's ITRI Position: Q3 2026 in Review

Wormser Freres Gestion increased its Itron (ITRI) stake by 7.4% in Q3 2026, buying an estimated $28K and bringing the position to 4,358 shares worth $376K. The position accounts for 0.21% of the portfolio, ranked #26.

Wormser Freres Gestion first reported a position in ITRI in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold ITRI as of Q3 2026.

  • Wormser Freres Gestion held 4,358 shares of Itron worth $376K as of Q3 2026.
  • Wormser Freres Gestion bought 299 Itron shares in Q3 2026, an estimated $28K.
  • Itron made up 0.21% of Wormser Freres Gestion's portfolio in Q3 2026, its #26 holding.
  • Wormser Freres Gestion first reported a position in Itron in Q4 2023 and has held it in 12 quarters since.
  • 66 funds tracked by Wall St. Rank held Itron as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.