FIM
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Freedom Investment Management’s Itaú Unibanco ITUB Stock Holding History

Freedom Investment 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
Q3 		– Sell
-97,675
Closed -$644K – 414
2025
Q2 		$644K Buy
+97,675
New +$595K 0.05% 370
2024
Q4 		– Sell
-15,361
Closed -$90.2K – 790
2024
Q3 		$90.2K Buy
+15,361
New +$86.5K 0.01% 740
2024
Q2 		– Sell
-117,290
Closed -$717K – 834
2024
Q1 		$717K Sell
117,290
-47,278
-29% -$285K 0.06% 341
2023
Q4 		$1.01M Buy
164,568
+129,385
+368% +$686K 0.08% 246
2023
Q3 		$167K Sell
35,183
-29,077
-45% -$145K 0.02% 634
2023
Q2 		$335K Sell
64,260
-2,037
-3% -$9.63K 0.04% 508
2023
Q1 		$285K Sell
66,297
-8,606
-11% -$36.5K 0.03% 568
2022
Q4 		$311K Sell
74,903
-12
-0% -$55 0.04% 577
2022
Q3 		$342K Sell
74,915
-7,268
-9% -$31K 0.04% 535
2022
Q2 		$310K Sell
82,183
-3,450
-4% -$15.3K 0.03% 580
2022
Q1 		$432K Buy
85,633
+17,417
+26% +$73.4K 0.04% 508
2021
Q4 		$226K Sell
68,216
-17,346
-20% -$62.5K 0.02% 767
2021
Q3 		$328K Sell
85,562
-276
-0.3% -$1.13K 0.03% 611
2021
Q2 		$375K Sell
85,838
-1,637
-2% -$6.6K 0.03% 632
2021
Q1 		$316K Buy
87,475
+2,092
+2% +$7.9K 0.02% 658
2020
Q4 		$378K Sell
85,383
-5,611
-6% -$21K 0.04% 411
2020
Q3 		$264K Sell
90,994
-4,115
-4% -$14K 0.03% 441
2020
Q2 		$325K Sell
95,109
-20,431
-18% -$66.3K 0.04% 383
2020
Q1 		$652K Sell
115,540
-3,432
-3% -$17.6K 0.06% 280
2019
Q4 		$792K Sell
118,972
-36,694
-24% -$230K 0.07% 240
2019
Q3 		$953K Sell
155,666
-15,461
-9% -$100K 0.08% 220
2019
Q2 		$1.17M Sell
171,127
-31,866
-16% -$201K 0.1% 195
2019
Q1 		$1.3M Buy
202,993
+12,440
+7% +$88K 0.1% 197
2018
Q4 		$1.27M Buy
190,553
+2,017
+1% +$13K 0.1% 218
2018
Q3 		$911K Buy
188,536
+12,567
+7% +$67.5K 0.06% 350
2018
Q2 		$886K Buy
175,969
+131,158
+293% +$815K 0.05% 368
2018
Q1 		$339K Buy
44,811
+10,656
+31% +$79.8K 0.02% 839
2017
Q4 		$215K Sell
34,155
-49,121
-59% -$314K 0.01% 1018
2017
Q3 		$553K Buy
83,276
+3,921
+5% +$24K 0.03% 548
2017
Q2 		$425K Buy
79,355
+6,403
+9% +$35.9K 0.02% 633
2017
Q1 		$427K Buy
+72,952
New +$433K 0.02% 606
2016
Q4 		– Sell
-40,235
Closed -$194K – 1021
2016
Q3 		$194K Buy
+40,235
New +$190K 0.01% 830
2016
Q1 		– Sell
-48,430
Closed -$139K – 856
2015
Q4 		$139K Buy
+48,430
New +$154K 0.01% 733
2015
Q1 		– Sell
-26,733
Closed -$139K – 646
2014
Q4 		$139K Buy
+26,733
New +$150K 0.02% 563

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's ITUB Position: Q3 2025 in Review

Freedom Investment Management sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 97,675 shares — an estimated $644K sold.

Freedom Investment Management first reported a position in ITUB in Q4 2014 and held it in 34 quarters. The position peaked at $1.3M in Q1 2019. 334 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

  • Freedom Investment Management reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 97,675 Itaú Unibanco shares in Q3 2025, an estimated $644K.
  • Freedom Investment Management first reported a position in Itaú Unibanco in Q4 2014 and held it in 34 quarters.
  • Freedom Investment Management's Itaú Unibanco position peaked at $1.3M in Q1 2019.
  • 334 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.