Horizon Investments’s Itaú Unibanco ITUB Stock Holding History

Horizon Investments’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	$1.17K	Sell	143 -121	-46%	-$1K	﹤0.01%	1297
2026 Q1	$2.21K	Buy	+264	New	+$2.21K	﹤0.01%	1268
2025 Q4	–	Sell	-161	Closed	-$1.14K	–	1351
2025 Q3	$1.14K	Hold	161	–	–	﹤0.01%	1115
2025 Q2	$1.06K	Buy	+161	New	+$981	﹤0.01%	1052
2025 Q1	–	Sell	-174	Closed	-$762	–	901
2024 Q4	$762	Hold	174	–	–	﹤0.01%	830
2024 Q3	$1.02K	Hold	174	–	–	﹤0.01%	789
2024 Q2	$898	Hold	174	–	–	﹤0.01%	767
2024 Q1	$1.07K	Buy	+174	New	+$1.05K	﹤0.01%	744

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

Horizon Investments's ITUB Position: Q2 2026 in Review

Horizon Investments reduced its Itaú Unibanco (ITUB) stake by 46% in Q2 2026, selling an estimated $1K and leaving 143 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Horizon Investments first reported a position in ITUB in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.21K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Horizon Investments held 143 shares of Itaú Unibanco worth $1.17K as of Q2 2026.
Horizon Investments sold 121 Itaú Unibanco shares in Q2 2026, an estimated $1K.
Itaú Unibanco made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1297 holding.
Horizon Investments first reported a position in Itaú Unibanco in Q1 2024 and has held it in 8 quarters since.
Horizon Investments's Itaú Unibanco position peaked at $2.21K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.