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Acumen Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Acumen 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 		$6.7K Hold
820
– – ﹤0.01% 372
2026
Q1 		$6.93K Hold
820
– – ﹤0.01% 359
2025
Q4 		$5.93K Buy
+820
New +$5.83K ﹤0.01% 354

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Acumen Wealth Advisors held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 820 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Acumen Wealth Advisors first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.93K in Q1 2026. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Acumen Wealth Advisors held 820 shares of Itaú Unibanco worth $6.7K as of Q2 2026.
  • Acumen Wealth Advisors left its Itaú Unibanco share count unchanged in Q2 2026.
  • Itaú Unibanco made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Acumen Wealth Advisors first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Itaú Unibanco position peaked at $6.93K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.