AAS
ITUB icon

Avantax Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$93.9K Sell
14,247
-60
-0.4% -$366 ﹤0.01% 2293
2025
Q1 		$76.4K Buy
14,307
+1,366
+11% +$6.87K ﹤0.01% 2179
2024
Q4 		$56.7K Sell
12,941
-4,716
-27% -$24.3K ﹤0.01% 2151
2024
Q3 		$104K Buy
17,657
+3,536
+25% +$19.9K ﹤0.01% 2070
2024
Q2 		$72.8K Buy
+14,121
New +$77.3K ﹤0.01% 2029

Other funds holding ITUB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's ITUB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Itaú Unibanco (ITUB) stake by 0.42% in Q2 2025, selling an estimated $366 and leaving 14,247 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Avantax Advisory Services first reported a position in ITUB in Q2 2024 and has held it in 5 quarters since. The position peaked at $104K in Q3 2024. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.

  • Avantax Advisory Services held 14,247 shares of Itaú Unibanco worth $93.9K as of Q2 2025.
  • Avantax Advisory Services sold 60 Itaú Unibanco shares in Q2 2025, an estimated $366.
  • Itaú Unibanco made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2293 holding.
  • Avantax Advisory Services first reported a position in Itaú Unibanco in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Itaú Unibanco position peaked at $104K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.