HWP
ITUB icon

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

CC
Carrhae Capital London, United Kingdom $1.52B 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return