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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aaron Wealth Advisors's ITUB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Itaú Unibanco (ITUB) stake by 8.7% in Q2 2026, buying an estimated $37.3K and bringing the position to 56,379 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #443.

Aaron Wealth Advisors first reported a position in ITUB in Q1 2022 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Aaron Wealth Advisors held 56,379 shares of Itaú Unibanco worth $461K as of Q2 2026.
Aaron Wealth Advisors bought 4,502 Itaú Unibanco shares in Q2 2026, an estimated $37.3K.
Itaú Unibanco made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #443 holding.
Aaron Wealth Advisors first reported a position in Itaú Unibanco in Q1 2022 and has held it in 4 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.