IUHSA
AXIA

Itau Unibanco Holding S.A.’s AXIA Energia AXIA Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,061
Closed -$8.33K – 386
2025
Q3 		$8.33K Buy
+1,061
New +$6.68K ﹤0.01% 362
2024
Q4 		– Sell
-253
Closed -$1.45K – 384
2024
Q3 		$1.45K Buy
+253
New +$1.44K ﹤0.01% 327
2024
Q2 		– Sell
-439,340
Closed -$2.9M – 347
2024
Q1 		$2.9M Sell
439,340
-1,106,184
-72% -$7.5M 0.12% 55
2023
Q4 		$10.5M Buy
1,545,524
+154,274
+11% +$946K 0.35% 44
2023
Q3 		$8.05M Buy
1,391,250
+703,257
+102% +$4.18M 0.36% 49
2023
Q2 		$4.51M Buy
+687,993
New +$3.94M 0.21% 64
2023
Q1 		– Sell
-229,866
Closed -$1.44M – 537
2022
Q4 		$1.44M Buy
229,866
+183,394
+395% +$1.25M 0.06% 103
2022
Q3 		$296K Sell
46,472
-232,743
-83% -$1.62M 0.01% 185
2022
Q2 		$1.96M Buy
+279,215
New +$1.88M 0.07% 117
2020
Q4 		– Sell
-173
Closed -$1K – 168
2020
Q3 		$1K Buy
+173
New +$904 ﹤0.01% 158
2019
Q4 		– Sell
-1,316,592
Closed -$9.99M – 906
2019
Q3 		$9.99M Buy
1,316,592
+1,245,070
+1,741% +$10.2M 0.54% 36
2019
Q2 		$517K Buy
+71,522
New +$488K 0.02% 265
2017
Q2 		– Sell
-2,905
Closed -$12K – 688
2017
Q1 		$12K Buy
+2,905
New +$15.3K ﹤0.01% 520

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Itau Unibanco Holding S.A.'s AXIA Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of AXIA Energia (AXIA) in Q4 2025, closing a stake of 1,061 shares — an estimated $8.33K sold.

Itau Unibanco Holding S.A. first reported a position in AXIA in Q1 2017 and held it in 13 quarters. The position peaked at $10.5M in Q4 2023. 149 funds tracked by Wall St. Rank hold AXIA as of Q4 2025.

  • Itau Unibanco Holding S.A. reported no remaining AXIA Energia position as of Q4 2025 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,061 AXIA Energia shares in Q4 2025, an estimated $8.33K.
  • Itau Unibanco Holding S.A. first reported a position in AXIA Energia in Q1 2017 and held it in 13 quarters.
  • Itau Unibanco Holding S.A.'s AXIA Energia position peaked at $10.5M in Q4 2023.
  • 149 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.