Position in ITRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$367,839
+$125,301 QoQ
Shares Held
4,251
+57.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 409 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,619,853 across 17 Scientific & Technical Instruments names. ITRI ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
41,027 | $16,183,920 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
26,805 | $9,383,626 | |
| 3 | MKSI |
Mks Inc
|
15,518 | $6,902,406 | |
| 4 | GRMN |
Garmin Ltd
|
25,373 | $6,027,102 | |
| 5 | CGNX |
Cognex Corp
|
76,710 | $5,555,338 | |
| 6 | ST |
Sensata Technologies Holding plc
|
56,708 | $2,707,239 | |
| 7 | TDY |
Teledyne Technologies Inc
|
2,830 | $1,887,327 | |
| 8 | ESE |
Esco Technologies Inc
|
4,973 | $1,740,748 |
All Filings in ITRI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,839 | 4,251 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $242,538 | 2,706 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $332,824 | 2,672 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $355,006 | 2,697 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $320,853 | 2,955 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $223,019 | 2,088 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||