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GeoWealth Management’s Itaú Unibanco ITUB Stock Holding History

GeoWealth 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
Q4 		– Sell
-10,472
Closed -$74.6K – 799
2025
Q3 		$74.6K Buy
10,472
+507
+5% +$3.35K ﹤0.01% 734
2025
Q2 		$65.7K Buy
+9,965
New +$60.7K ﹤0.01% 901

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GeoWealth Management's ITUB Position: Q4 2025 in Review

GeoWealth Management sold out of Itaú Unibanco (ITUB) in Q4 2025, closing a stake of 10,472 shares — an estimated $74.6K sold.

GeoWealth Management first reported a position in ITUB in Q2 2025 and held it in 2 quarters. The position peaked at $74.6K in Q3 2025. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

  • GeoWealth Management reported no remaining Itaú Unibanco position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,472 Itaú Unibanco shares in Q4 2025, an estimated $74.6K.
  • GeoWealth Management first reported a position in Itaú Unibanco in Q2 2025 and held it in 2 quarters.
  • GeoWealth Management's Itaú Unibanco position peaked at $74.6K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.