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	–	2308
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

OAG

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

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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

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

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

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

Advisornet Financial's ITUB Position: Q1 2026 in Review

Advisornet Financial sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 272 shares — an estimated $1.95K sold.

Advisornet Financial first reported a position in ITUB in Q4 2023 and held it in 9 quarters. The position peaked at $2.09K in Q1 2024. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Advisornet Financial reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 272 Itaú Unibanco shares in Q1 2026, an estimated $1.95K.
Advisornet Financial first reported a position in Itaú Unibanco in Q4 2023 and held it in 9 quarters.
Advisornet Financial's Itaú Unibanco position peaked at $2.09K in Q1 2024.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.