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ITUB icon

Advisornet Financial’s Itaú Unibanco ITUB Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-272
Closed -$1.95K – 2309
2025
Q4 		$1.95K Sell
272
-1
-0.4% -$7 ﹤0.01% 1905
2025
Q3 		$1.95K Hold
273
– – ﹤0.01% 1873
2025
Q2 		$1.8K Sell
273
-11
-4% -$67 ﹤0.01% 1859
2025
Q1 		$1.52K Buy
284
+11
+4% +$55 ﹤0.01% 1831
2024
Q4 		$1.2K Hold
273
– – ﹤0.01% 1677
2024
Q3 		$1.6K Hold
273
– – ﹤0.01% 1819
2024
Q2 		$1.41K Sell
273
-69
-20% -$378 ﹤0.01% 1714
2024
Q1 		$2.09K Buy
342
+69
+25% +$415 ﹤0.01% 1592
2023
Q4 		$1.68K Buy
+273
New +$1.45K ﹤0.01% 1762

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return