Position in ITRI
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,103,614
-$10,148 QoQ
Shares Held
12,313
+2.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0.17055144968732233.ToString("F0")%
Shared 0.ToString("F0")%
None 99.82944855031268.ToString("F0")%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $15,021,342 across 17 Scientific & Technical Instruments names. ITRI ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
17,086 | $4,070,056 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
9,043 | $2,553,471 | |
| 3 | TRMB |
Trimble Inc.
|
23,339 | $1,522,402 | |
| 4 | GRMN |
Garmin Ltd
|
6,494 | $1,506,672 | |
| 5 | MKSI |
Mks Inc
|
5,580 | $1,282,339 | |
| 6 | FTV |
Fortive Corp
|
22,959 | $1,269,173 | |
| 7 | ITRI |
Itron, Inc.
This page
|
12,313 | $1,103,614 | |
| 8 | ESE |
Esco Technologies Inc
|
1,567 | $440,906 |
All Filings in ITRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,103,614 | 12,313 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,113,762 | 11,994 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,510,414 | 12,126 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,544,941 | 11,737 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,619 | 25 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,778 | 2,107 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $332 | 6 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,164 | 23 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||