Highline Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Highline Wealth Partners’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	$3.61K	Sell	442 -61	-12%	-$506	﹤0.01%	953
2026 Q1	$4.21K	Sell	503 -36	-7%	-$301	﹤0.01%	783
2025 Q4	$3.86K	Sell	539 -3	-0.6%	-$21	﹤0.01%	637
2025 Q3	$3.86K	Buy	542 +66	+14%	+$436	﹤0.01%	657
2025 Q2	$3.14K	Buy	476 +277	+139%	+$1.69K	﹤0.01%	554
2025 Q1	$1.06K	Buy	199 +10	+5%	+$50	﹤0.01%	735
2024 Q4	$828	Sell	189 -271	-59%	-$1.39K	﹤0.01%	548
2024 Q3	$2.7K	Buy	460 +110	+31%	+$620	﹤0.01%	427
2024 Q2	$1.8K	Buy	+350	New	+$1.92K	﹤0.01%	405

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Highline Wealth Partners's ITUB Position: Q2 2026 in Review

Highline Wealth Partners reduced its Itaú Unibanco (ITUB) stake by 12% in Q2 2026, selling an estimated $506 and leaving 442 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Highline Wealth Partners first reported a position in ITUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.21K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Highline Wealth Partners held 442 shares of Itaú Unibanco worth $3.61K as of Q2 2026.
Highline Wealth Partners sold 61 Itaú Unibanco shares in Q2 2026, an estimated $506.
Itaú Unibanco made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #953 holding.
Highline Wealth Partners first reported a position in Itaú Unibanco in Q2 2024 and has held it in 9 quarters since.
Highline Wealth Partners's Itaú Unibanco position peaked at $4.21K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.