Carson Wealth (CWM LLC)
ITUB icon

Carson Wealth (CWM LLC)’s Itaú Unibanco ITUB Stock Holding History

Carson Wealth (CWM LLC)’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 		$71.9K Sell
8,582
-178
-2% -$1.49K ﹤0.01% 3525
2025
Q4 		$63K Buy
8,760
+349
+4% +$2.48K ﹤0.01% 3425
2025
Q3 		$60K Hold
8,411
– – ﹤0.01% 3374
2025
Q2 		$55K Buy
8,411
+1,118
+15% +$6.82K ﹤0.01% 3206
2025
Q1 		$39K Buy
7,293
+212
+3% +$1.07K ﹤0.01% 3185
2024
Q4 		$31K Sell
7,081
-1,065
-13% -$5.48K ﹤0.01% 3145
2024
Q3 		$48K Sell
8,146
-1,031
-11% -$5.81K ﹤0.01% 2721
2024
Q2 		$47K Buy
9,177
+225
+3% +$1.23K ﹤0.01% 2512
2024
Q1 		$55K Buy
8,952
+1,067
+14% +$6.42K ﹤0.01% 2229
2023
Q4 		$48K Buy
7,885
+1,292
+20% +$6.85K ﹤0.01% 2207
2023
Q3 		$31K Buy
6,593
+717
+12% +$3.58K ﹤0.01% 2385
2023
Q2 		$31K Buy
5,876
+1,317
+29% +$6.22K ﹤0.01% 2342
2023
Q1 		$20K Sell
4,559
-605
-12% -$2.56K ﹤0.01% 2513
2022
Q4 		$21K Buy
5,164
+345
+7% +$1.57K ﹤0.01% 2327
2022
Q3 		$22K Buy
4,819
+433
+10% +$1.85K ﹤0.01% 2165
2022
Q2 		$17K Buy
4,386
+3,328
+315% +$14.8K ﹤0.01% 2224
2022
Q1 		$5K Buy
+1,058
New +$4.46K ﹤0.01% 2837
2018
Q4 		– Sell
-443
Closed -$2K – 2175
2018
Q3 		$2K Sell
443
-239
-35% -$1.28K ﹤0.01% 1530
2018
Q2 		$3K Buy
682
+231
+51% +$1.44K ﹤0.01% 1296
2018
Q1 		$3K Buy
+451
New +$3.38K ﹤0.01% 1104

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ITUB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Itaú Unibanco (ITUB) stake by 2% in Q1 2026, selling an estimated $1.49K and leaving 8,582 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

Carson Wealth (CWM LLC) first reported a position in ITUB in Q1 2018 and has held it in 20 quarters since. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,582 shares of Itaú Unibanco worth $71.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 178 Itaú Unibanco shares in Q1 2026, an estimated $1.49K.
  • Itaú Unibanco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3525 holding.
  • Carson Wealth (CWM LLC) first reported a position in Itaú Unibanco in Q1 2018 and has held it in 20 quarters since.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.