CWM
ITUB icon

Congress Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Congress Wealth 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
2025
Q2 		$325K Sell
49,294
-14,682
-23% -$89.5K ﹤0.01% 1042
2025
Q1 		$342K Buy
63,976
+5,812
+10% +$29.2K ﹤0.01% 915
2024
Q4 		$255K Sell
58,164
-9,657
-14% -$49.7K ﹤0.01% 800
2024
Q3 		$398K Sell
67,821
-285
-0.4% -$1.6K 0.01% 676
2024
Q2 		$351K Sell
68,106
-737
-1% -$4.03K 0.01% 583
2024
Q1 		$421K Sell
68,843
-13,759
-17% -$82.8K 0.01% 463
2023
Q4 		$507K Buy
+82,602
New +$438K 0.01% 463

Other funds holding ITUB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return