BTI
ITUB icon

Blue Trust Inc’s Itaú Unibanco ITUB Stock Holding History

Blue Trust Inc’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 		$443K Sell
52,882
-45
-0.1% -$376 0.01% 516
2025
Q4 		$379K Sell
52,927
-3,083
-6% -$21.9K ﹤0.01% 577
2025
Q3 		$399K Buy
56,010
+4,667
+9% +$30.8K ﹤0.01% 569
2025
Q2 		$338K Buy
51,343
+14,936
+41% +$91K ﹤0.01% 590
2025
Q1 		$194K Buy
36,407
+5,364
+17% +$27K ﹤0.01% 731
2024
Q4 		$136K Sell
31,043
-22,270
-42% -$115K ﹤0.01% 797
2024
Q3 		$275K Buy
53,313
+13,269
+33% +$74.7K ﹤0.01% 715
2024
Q2 		$245K Buy
40,044
+13,051
+48% +$71.4K ﹤0.01% 631
2024
Q1 		$165K Buy
26,993
+4,952
+22% +$29.8K ﹤0.01% 566
2023
Q4 		$105K Sell
22,041
-27,828
-56% -$148K ﹤0.01% 661
2023
Q3 		$260K Buy
49,869
+40,777
+448% +$203K ﹤0.01% 370
2023
Q2 		$39K Sell
9,092
-66,876
-88% -$316K ﹤0.01% 782
2023
Q1 		$316K Buy
75,968
+56,201
+284% +$238K 0.01% 392
2022
Q4 		$90K Buy
19,767
+6,919
+54% +$31.4K ﹤0.01% 701
2022
Q3 		$49K Buy
12,848
+12,778
+18,254% +$54.5K ﹤0.01% 758
2022
Q2 		$0 Buy
+70
New +$311 ﹤0.01% 1944

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