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
Q3 		$992K Buy
116,255
+13,615
+13% +$110K 0.03% 571
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Hennion & Walsh Asset Management's ITUB Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Itaú Unibanco (ITUB) stake by 13% in Q3 2026, buying an estimated $110K and bringing the position to 116,255 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #571.

Hennion & Walsh Asset Management first reported a position in ITUB in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Hennion & Walsh Asset Management held 116,255 shares of Itaú Unibanco worth $992K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 13,615 Itaú Unibanco shares in Q3 2026, an estimated $110K.
  • Itaú Unibanco made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #571 holding.
  • Hennion & Walsh Asset Management first reported a position in Itaú Unibanco in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.