Cerity Partners
ITUB icon

Cerity Partners’s Itaú Unibanco ITUB Stock Holding History

Cerity Partners’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 		$491K Sell
60,055
-7,979
-12% -$66.1K ﹤0.01% 2443
2026
Q1 		$570K Sell
68,034
-1,064
-2% -$8.9K ﹤0.01% 2204
2025
Q4 		$495K Sell
69,098
-3,636
-5% -$25.9K ﹤0.01% 2118
2025
Q3 		$518K Buy
72,734
+813
+1% +$5.37K ﹤0.01% 1948
2025
Q2 		$474K Buy
71,921
+931
+1% +$5.67K ﹤0.01% 1893
2025
Q1 		$379K Sell
70,990
-4,046
-5% -$20.4K ﹤0.01% 1907
2024
Q4 		$360K Sell
75,036
-7,273
-9% -$37.4K ﹤0.01% 1941
2024
Q3 		$483K Buy
82,309
+19,506
+31% +$110K ﹤0.01% 1786
2024
Q2 		$324K Sell
62,803
-22,147
-26% -$121K ﹤0.01% 1774
2024
Q1 		$520K Buy
84,950
+18,668
+28% +$112K ﹤0.01% 1580
2023
Q4 		$407K Buy
66,282
+7,849
+13% +$41.6K ﹤0.01% 1356
2023
Q3 		$277K Sell
58,433
-950
-2% -$4.74K ﹤0.01% 1177
2023
Q2 		$309K Sell
59,383
-3,203
-5% -$15.1K ﹤0.01% 1381
2023
Q1 		$269K Buy
62,586
+5,485
+10% +$23.3K ﹤0.01% 1582
2022
Q4 		$237K Buy
57,101
+595
+1% +$2.7K ﹤0.01% 1244
2022
Q3 		$258K Buy
56,506
+7,927
+16% +$33.8K ﹤0.01% 959
2022
Q2 		$184K Buy
48,579
+20,587
+74% +$91.4K ﹤0.01% 1087
2022
Q1 		$141K Buy
27,992
+12,919
+86% +$54.4K ﹤0.01% 882
2021
Q4 		$48K Buy
+15,073
New +$54.3K ﹤0.01% 1001
2019
Q1 		– Sell
-62,819
Closed -$418K – 548
2018
Q4 		$418K Buy
62,819
+848
+1% +$5.45K 0.03% 343
2018
Q3 		$330K Buy
61,971
+68
+0.1% +$365 0.02% 398
2018
Q2 		$312K Buy
61,903
+14,303
+30% +$88.9K 0.02% 409
2018
Q1 		$360K Sell
47,600
-3,319
-7% -$24.8K 0.03% 391
2017
Q4 		$321K Buy
50,919
+1,045
+2% +$6.67K 0.02% 428
2017
Q3 		$331K Sell
49,874
-38,482
-44% -$235K 0.02% 409
2017
Q2 		$394K Buy
88,356
+43,700
+98% +$245K 0.03% 256
2017
Q1 		$261K Buy
+44,656
New +$265K 0.02% 370

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerity Partners's ITUB Position: Q2 2026 in Review

Cerity Partners reduced its Itaú Unibanco (ITUB) stake by 12% in Q2 2026, selling an estimated $66.1K and leaving 60,055 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Cerity Partners first reported a position in ITUB in Q1 2017 and has held it in 27 quarters since. The position peaked at $570K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Cerity Partners held 60,055 shares of Itaú Unibanco worth $491K as of Q2 2026.
  • Cerity Partners sold 7,979 Itaú Unibanco shares in Q2 2026, an estimated $66.1K.
  • Itaú Unibanco made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2443 holding.
  • Cerity Partners first reported a position in Itaú Unibanco in Q1 2017 and has held it in 27 quarters since.
  • Cerity Partners's Itaú Unibanco position peaked at $570K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.