HWAM
ITUB icon

Hennion & Walsh Asset Management’s Itaú Unibanco ITUB Stock Holding History

Hennion & Walsh 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
Q2 		$839K Buy
102,640
+49,972
+95% +$414K 0.02% 614
2026
Q1 		$441K Buy
+52,668
New +$441K 0.01% 744

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management's ITUB Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Itaú Unibanco (ITUB) stake by 95% in Q2 2026, buying an estimated $414K and bringing the position to 102,640 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #614.

Hennion & Walsh Asset Management first reported a position in ITUB in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Hennion & Walsh Asset Management held 102,640 shares of Itaú Unibanco worth $839K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 49,972 Itaú Unibanco shares in Q2 2026, an estimated $414K.
  • Itaú Unibanco made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #614 holding.
  • Hennion & Walsh Asset Management first reported a position in Itaú Unibanco in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.