GAM
ITUB icon

GuardCap Asset Management’s Itaú Unibanco ITUB Stock Holding History

GuardCap 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 		$567K Sell
67,718
-161,766
-70% -$1.35M 0.03% 22
2025
Q4 		$1.64M Sell
229,484
-31,724
-12% -$226K 0.04% 24
2025
Q3 		$1.86M Sell
261,208
-12,978
-5% -$85.7K 0.04% 24
2025
Q2 		$1.81M Hold
274,186
– – 0.04% 24
2025
Q1 		$1.46M Buy
+274,186
New +$1.38M 0.03% 25
2018
Q2 		– Sell
-244,699
Closed -$1.85M – 22
2018
Q1 		$1.85M Sell
244,699
-41,230
-14% -$309K 0.69% 20
2017
Q4 		$1.8M Buy
+285,929
New +$1.83M 0.75% 20

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