Clearstead Advisors’s Itaú Unibanco ITUB Stock Holding History

Clearstead Advisors’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	$11.5K	Buy	1,412 +860	+156%	+$7.13K	﹤0.01%	1938
2026 Q1	$4.63K	Hold	552	–	–	﹤0.01%	1752
2025 Q4	$3.95K	Hold	552	–	–	﹤0.01%	2062
2025 Q3	$3.94K	Hold	552	–	–	﹤0.01%	2250
2025 Q2	$3.64K	Hold	552	–	–	﹤0.01%	2194
2025 Q1	$2.95K	Sell	552 -4,341	-89%	-$21.8K	﹤0.01%	1829
2024 Q4	$21.4K	Hold	4,893	–	–	﹤0.01%	1364
2024 Q3	$28.7K	Hold	4,893	–	–	﹤0.01%	1332
2024 Q2	$25.2K	Hold	4,893	–	–	﹤0.01%	1315
2024 Q1	$27.7K	Buy	4,893 +4,340	+785%	+$26.1K	﹤0.01%	884
2023 Q4	$3.39K	Hold	553	–	–	﹤0.01%	1215
2023 Q3	$2.62K	Buy	+553	New	+$2.76K	﹤0.01%	1194

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

Clearstead Advisors's ITUB Position: Q2 2026 in Review

Clearstead Advisors increased its Itaú Unibanco (ITUB) stake by 156% in Q2 2026, buying an estimated $7.13K and bringing the position to 1,412 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Clearstead Advisors first reported a position in ITUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.7K in Q3 2024. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Clearstead Advisors held 1,412 shares of Itaú Unibanco worth $11.5K as of Q2 2026.
Clearstead Advisors bought 860 Itaú Unibanco shares in Q2 2026, an estimated $7.13K.
Itaú Unibanco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1938 holding.
Clearstead Advisors first reported a position in Itaú Unibanco in Q3 2023 and has held it in 12 quarters since.
Clearstead Advisors's Itaú Unibanco position peaked at $28.7K in Q3 2024.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.