Corient Private Wealth
ITUB icon

Corient Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Corient Private Wealth’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 		$409K Sell
53,390
-57,693
-52% -$483K ﹤0.01% 2134
2025
Q4 		$796K Buy
111,083
+68,718
+162% +$489K ﹤0.01% 2012
2025
Q3 		$302K Buy
42,365
+956
+2% +$6.32K ﹤0.01% 2108
2025
Q2 		$273K Buy
41,409
+22,086
+114% +$135K ﹤0.01% 2046
2025
Q1 		$103K Sell
19,323
-868
-4% -$4.37K ﹤0.01% 2170
2024
Q4 		$88.4K Sell
20,191
-7,941
-28% -$40.9K ﹤0.01% 2236
2024
Q3 		$165K Buy
28,132
+5,304
+23% +$29.9K ﹤0.01% 2256
2024
Q2 		$118K Sell
22,828
-789
-3% -$4.32K ﹤0.01% 2192
2024
Q1 		$144K Sell
23,617
-12,300
-34% -$74K ﹤0.01% 2141
2023
Q4 		$220K Buy
35,917
+3,497
+11% +$18.5K ﹤0.01% 2021
2023
Q3 		$151K Buy
32,420
+3,192
+11% +$15.9K ﹤0.01% 1969
2023
Q2 		$152K Sell
29,228
-1,195
-4% -$5.65K ﹤0.01% 1926
2023
Q1 		$131K Buy
30,423
+12,916
+74% +$54.8K ﹤0.01% 1856
2022
Q4 		$72.9K Buy
+17,507
New +$79.5K ﹤0.01% 1600

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