DWM
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Drive Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Drive 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
2026
Q2 		$88.2K Sell
10,611
-402
-4% -$3.33K 0.02% 453
2026
Q1 		$93.1K Buy
11,013
+798
+8% +$6.68K 0.02% 370
2025
Q4 		$73.2K Buy
+10,215
New +$72.7K 0.01% 375

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Drive Wealth Management's ITUB Position: Q2 2026 in Review

Drive Wealth Management reduced its Itaú Unibanco (ITUB) stake by 3.7% in Q2 2026, selling an estimated $3.33K and leaving 10,611 shares worth $88.2K. The position accounts for 0.02% of the portfolio, ranked #453.

Drive Wealth Management first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.1K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Drive Wealth Management held 10,611 shares of Itaú Unibanco worth $88.2K as of Q2 2026.
  • Drive Wealth Management sold 402 Itaú Unibanco shares in Q2 2026, an estimated $3.33K.
  • Itaú Unibanco made up 0.02% of Drive Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Drive Wealth Management first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
  • Drive Wealth Management's Itaú Unibanco position peaked at $93.1K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.