CAM
ITUB icon

Cresset Asset Management’s Itaú Unibanco ITUB Stock Holding History

Cresset Asset 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 		$193K Hold
22,815
– – ﹤0.01% 1482
2025
Q4 		$163K Sell
22,815
-1
-0% -$7 ﹤0.01% 1525
2025
Q3 		$163K Hold
22,816
– – ﹤0.01% 1453
2025
Q2 		$153K Sell
22,816
-3,404
-13% -$20.8K ﹤0.01% 1328
2025
Q1 		$140K Buy
26,220
+1,138
+5% +$5.73K ﹤0.01% 1581
2024
Q4 		$112K Sell
25,082
-3,260
-12% -$16.8K ﹤0.01% 1619
2024
Q3 		$168K Buy
28,342
+1,020
+4% +$5.75K ﹤0.01% 1994
2024
Q2 		$142K Sell
27,322
-9,644
-26% -$52.8K ﹤0.01% 1925
2024
Q1 		$226K Buy
+36,966
New +$222K ﹤0.01% 1719
2021
Q4 		– Sell
-93,678
Closed -$359K – 1204
2021
Q3 		$359K Buy
93,678
+9,770
+12% +$40K ﹤0.01% 761
2021
Q2 		$368K Buy
83,908
+4,890
+6% +$19.7K 0.01% 677
2021
Q1 		$287K Buy
79,018
+306
+0.4% +$1.16K ﹤0.01% 696
2020
Q4 		$350K Buy
78,712
+3,483
+5% +$13K 0.01% 511
2020
Q3 		$218K Buy
75,229
+20,711
+38% +$70.3K ﹤0.01% 616
2020
Q2 		$186K Buy
54,518
+39,251
+257% +$127K ﹤0.01% 604
2020
Q1 		$50K Sell
15,267
-3,934
-20% -$20.2K ﹤0.01% 576
2019
Q4 		$128K Buy
19,201
+5,370
+39% +$33.6K ﹤0.01% 590
2019
Q3 		$85K Buy
+13,831
New +$89.8K ﹤0.01% 529
2019
Q2 		– Sell
-11,992
Closed -$77K – 1062
2019
Q1 		$77K Sell
11,992
-3,098
-21% -$21.9K ﹤0.01% 641
2018
Q4 		$101K Buy
+15,090
New +$97K 0.01% 320

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