Activest Wealth Management
ITUB icon

Activest Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Activest Wealth Management’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 		– Sell
-396
Closed -$3.24K – 1216
2026
Q2 		$3.24K Hold
396
– – ﹤0.01% 778
2026
Q1 		$3.32K Buy
+396
New +$3.31K ﹤0.01% 891
2021
Q3 		– Sell
-568
Closed -$2K – 398
2021
Q2 		$2K Hold
568
– – ﹤0.01% 294
2021
Q1 		$2K Buy
+568
New +$2.14K ﹤0.01% 271

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

Activest Wealth Management's ITUB Position: Q3 2026 in Review

Activest Wealth Management sold out of Itaú Unibanco (ITUB) in Q3 2026, closing a stake of 396 shares — an estimated $3.24K sold.

Activest Wealth Management first reported a position in ITUB in Q1 2021 and held it in 4 quarters. The position peaked at $3.32K in Q1 2026. 205 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Activest Wealth Management reported no remaining Itaú Unibanco position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 396 Itaú Unibanco shares in Q3 2026, an estimated $3.24K.
  • Activest Wealth Management first reported a position in Itaú Unibanco in Q1 2021 and held it in 4 quarters.
  • Activest Wealth Management's Itaú Unibanco position peaked at $3.32K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.