CCM
ITUB icon

Coldstream Capital Management’s Itaú Unibanco ITUB Stock Holding History

Coldstream Capital Management’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 		$189K Sell
22,584
-2,419
-10% -$20.2K ﹤0.01% 1133
2025
Q4 		$179K Sell
25,003
-1,652
-6% -$11.8K ﹤0.01% 1114
2025
Q3 		$190K Buy
26,655
+12,189
+84% +$80.5K ﹤0.01% 1160
2025
Q2 		$95.4K Sell
14,466
-324
-2% -$1.98K ﹤0.01% 1088
2025
Q1 		$79K Buy
14,790
+1,296
+10% +$6.52K ﹤0.01% 1473
2024
Q4 		$59.1K Sell
13,494
-4,131
-23% -$21.3K ﹤0.01% 1056
2024
Q3 		$103K Buy
17,625
+2,549
+17% +$14.4K ﹤0.01% 1066
2024
Q2 		$77.7K Buy
15,076
+3,471
+30% +$19K ﹤0.01% 974
2024
Q1 		$71K Buy
+11,605
New +$69.8K ﹤0.01% 987

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