AWM
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Athena Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Athena Wealth Management’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 		$110K Sell
13,481
-48
-0.4% -$398 0.08% 104
2026
Q1 		$113K Sell
13,529
-2,545
-16% -$21.3K 0.09% 106
2025
Q4 		$115K Buy
+16,074
New +$114K 0.11% 105

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Athena Wealth Management's ITUB Position: Q2 2026 in Review

Athena Wealth Management reduced its Itaú Unibanco (ITUB) stake by 0.35% in Q2 2026, selling an estimated $398 and leaving 13,481 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #104.

Athena Wealth Management first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 52 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Athena Wealth Management held 13,481 shares of Itaú Unibanco worth $110K as of Q2 2026.
  • Athena Wealth Management sold 48 Itaú Unibanco shares in Q2 2026, an estimated $398.
  • Itaú Unibanco made up 0.08% of Athena Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Athena Wealth Management first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Itaú Unibanco position peaked at $115K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.