AAP
ITUB icon

Arax Advisory Partners’s Itaú Unibanco ITUB Stock Holding History

Arax Advisory Partners’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 		$8.98K Sell
513
-9,801
-95% -$82K ﹤0.01% 2501
2025
Q4 		$73.9K Buy
10,314
+9,745
+1,713% +$69.3K ﹤0.01% 1443
2025
Q3 		$4.05K Sell
569
-2,273
-80% -$15K ﹤0.01% 2928
2025
Q2 		$18.7K Buy
+2,842
New +$17.3K ﹤0.01% 1690
2024
Q2 		– Sell
-136
Closed -$832 – 2563
2024
Q1 		$832 Hold
136
– – ﹤0.01% 1178
2023
Q4 		$834 Buy
+136
New +$721 ﹤0.01% 1154
2022
Q4 		– Sell
-494
Closed -$2K – 1312
2022
Q3 		$2K Buy
+494
New +$2.11K ﹤0.01% 962
2021
Q4 		– Sell
-15,258
Closed -$59K – 1164
2021
Q3 		$59K Buy
15,258
+4,667
+44% +$19.1K 0.01% 427
2021
Q2 		$46K Buy
+10,591
New +$42.7K 0.01% 481
2018
Q3 		– Sell
-839
Closed -$4K – 669
2018
Q2 		$4K Buy
839
+289
+53% +$1.8K ﹤0.01% 400
2018
Q1 		$4K Buy
550
+181
+49% +$1.35K ﹤0.01% 391
2017
Q4 		$2K Hold
369
– – ﹤0.01% 418
2017
Q3 		$2K Buy
369
+45
+14% +$275 ﹤0.01% 416
2017
Q2 		$2K Hold
324
– – ﹤0.01% 449
2017
Q1 		$1K Hold
324
– – ﹤0.01% 495
2016
Q4 		$2K Buy
+324
New +$1.66K ﹤0.01% 469

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