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 Q2	$63.9K	Buy	7,818 +7,305	+1,424%	+$60.5K	﹤0.01%	3073
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 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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

Arax Advisory Partners's ITUB Position: Q2 2026 in Review

Arax Advisory Partners increased its Itaú Unibanco (ITUB) stake by 1,424% in Q2 2026, buying an estimated $60.5K and bringing the position to 7,818 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Arax Advisory Partners first reported a position in ITUB in Q4 2016 and has held it in 17 quarters since. The position peaked at $73.9K in Q4 2025. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Arax Advisory Partners held 7,818 shares of Itaú Unibanco worth $63.9K as of Q2 2026.
Arax Advisory Partners bought 7,305 Itaú Unibanco shares in Q2 2026, an estimated $60.5K.
Itaú Unibanco made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3073 holding.
Arax Advisory Partners first reported a position in Itaú Unibanco in Q4 2016 and has held it in 17 quarters since.
Arax Advisory Partners's Itaú Unibanco position peaked at $73.9K in Q4 2025.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.