Capital Wealth Planning’s Itaú Unibanco ITUB Stock Holding History

Capital Wealth Planning’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	$19.5M	Buy	+2,386,158	New	+$19.8M	0.1%	75

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

Capital Wealth Planning's ITUB Position: Q2 2026 in Review

Capital Wealth Planning opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 2,386,158 shares worth $19.5M. The stake represents 0.1% of the portfolio and ranks #75 among its holdings.

392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Capital Wealth Planning held 2,386,158 shares of Itaú Unibanco worth $19.5M as of Q2 2026.
Itaú Unibanco was a new Capital Wealth Planning position in Q2 2026.
Itaú Unibanco made up 0.1% of Capital Wealth Planning's portfolio in Q2 2026, its #75 holding.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.