EWA
ITUB icon

EverSource Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

EverSource Wealth Advisors’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 		$49.6K Sell
6,076
-3,365
-36% -$27.9K ﹤0.01% 1783
2026
Q1 		$79.1K Buy
9,441
+1,306
+16% +$10.9K ﹤0.01% 1574
2025
Q4 		$58.2K Buy
8,135
+1,137
+16% +$8.09K ﹤0.01% 1642
2025
Q3 		$49.9K Sell
6,998
-177
-2% -$1.17K ﹤0.01% 1715
2025
Q2 		$47.3K Buy
7,175
+5,516
+332% +$33.6K ﹤0.01% 1646
2025
Q1 		$8.86K Sell
1,659
-647
-28% -$3.26K ﹤0.01% 2173
2024
Q4 		$10.1K Sell
2,306
-719
-24% -$3.7K ﹤0.01% 1989
2024
Q3 		$17.8K Buy
3,025
+195
+7% +$1.1K ﹤0.01% 1552
2024
Q2 		$15K Buy
2,830
+101
+4% +$553 ﹤0.01% 1648
2024
Q1 		$14.6K Buy
2,729
+124
+5% +$746 ﹤0.01% 1513
2023
Q4 		$16K Buy
2,605
+387
+17% +$2.05K ﹤0.01% 1343
2023
Q3 		$10.5K Buy
2,218
+103
+5% +$514 ﹤0.01% 1403
2023
Q2 		$11K Buy
2,115
+474
+29% +$2.24K ﹤0.01% 1392
2023
Q1 		$7.05K Buy
1,641
+1,408
+604% +$5.97K ﹤0.01% 1517
2022
Q4 		$970 Buy
+233
New +$1.06K ﹤0.01% 2095

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

EverSource Wealth Advisors's ITUB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Itaú Unibanco (ITUB) stake by 36% in Q2 2026, selling an estimated $27.9K and leaving 6,076 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

EverSource Wealth Advisors first reported a position in ITUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $79.1K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • EverSource Wealth Advisors held 6,076 shares of Itaú Unibanco worth $49.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,365 Itaú Unibanco shares in Q2 2026, an estimated $27.9K.
  • Itaú Unibanco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1783 holding.
  • EverSource Wealth Advisors first reported a position in Itaú Unibanco in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Itaú Unibanco position peaked at $79.1K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.