Cetera Investment Advisers
ITUB icon

Cetera Investment Advisers’s Itaú Unibanco ITUB Stock Holding History

Cetera Investment Advisers’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 		$398K Buy
47,452
+14,509
+44% +$121K ﹤0.01% 3726
2025
Q4 		$236K Sell
32,943
-3,632
-10% -$25.8K ﹤0.01% 4117
2025
Q3 		$261K Buy
36,575
+16,051
+78% +$106K ﹤0.01% 3952
2025
Q2 		$135K Sell
20,524
-2,887
-12% -$17.6K ﹤0.01% 3828
2025
Q1 		$125K Sell
23,411
-11,956
-34% -$60.2K ﹤0.01% 3721
2024
Q4 		$155K Buy
35,367
+4,779
+16% +$24.6K ﹤0.01% 3492
2024
Q3 		$180K Sell
30,588
-2,000
-6% -$11.3K ﹤0.01% 3424
2024
Q2 		$168K Sell
32,588
-371
-1% -$2.03K ﹤0.01% 3412
2024
Q1 		$201K Buy
32,959
+18,945
+135% +$114K ﹤0.01% 3347
2023
Q4 		$85.9K Buy
14,014
+2,635
+23% +$14K ﹤0.01% 2152
2023
Q3 		$54K Buy
+11,379
New +$56.7K ﹤0.01% 2127
2023
Q1 		– Sell
-21,765
Closed -$90.3K – 2204
2022
Q4 		$90.3K Buy
21,765
+3,525
+19% +$16K ﹤0.01% 2003
2022
Q3 		$83K Buy
18,240
+26
+0.1% +$111 ﹤0.01% 1597
2022
Q2 		$69K Buy
+18,214
New +$80.9K ﹤0.01% 1754

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