Aaron Wealth Advisors
ITUB icon

Aaron Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Aaron Wealth Advisors’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$531K Buy
62,198
+5,819
+10% +$46.9K 0.03% 425
2026
Q2 		$461K Buy
56,379
+4,502
+9% +$37.3K 0.02% 443
2026
Q1 		$435K Buy
51,877
+21,689
+72% +$181K 0.02% 425
2025
Q4 		$216K Buy
+30,188
New +$215K 0.01% 646
2022
Q2 		– Sell
-8,953
Closed -$45.1K – 513
2022
Q1 		$45.1K Buy
+8,953
New +$37.7K 0.01% 459

Other funds holding ITUB

Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Seafarer Capital Partners
Seafarer Capital Partners Larkspur, California $369M AUM 26.9% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Aaron Wealth Advisors's ITUB Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Itaú Unibanco (ITUB) stake by 10% in Q3 2026, buying an estimated $46.9K and bringing the position to 62,198 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #425.

Aaron Wealth Advisors first reported a position in ITUB in Q1 2022 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Aaron Wealth Advisors held 62,198 shares of Itaú Unibanco worth $531K as of Q3 2026.
  • Aaron Wealth Advisors bought 5,819 Itaú Unibanco shares in Q3 2026, an estimated $46.9K.
  • Itaú Unibanco made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #425 holding.
  • Aaron Wealth Advisors first reported a position in Itaú Unibanco in Q1 2022 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.