CA
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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
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 Sell
553
-553
-50% -$2.93K ﹤0.01% 1215
2023
Q3 		$5.24K Buy
+1,106
New +$5.52K ﹤0.01% 1232

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