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Itau Unibanco Holding S.A.’s Essential Utilities WTRG Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-171
Closed -$6.89K – 486
2026
Q1 		$6.89K Hold
171
– – ﹤0.01% 321
2025
Q4 		$6.56K Buy
171
+13
+8% +$512 ﹤0.01% 321
2025
Q3 		$6.3K Hold
158
– – ﹤0.01% 379
2025
Q2 		$5.87K Sell
158
-2
-1% -$78 ﹤0.01% 369
2025
Q1 		$6K Hold
160
– – ﹤0.01% 384
2024
Q4 		$5.81K Buy
160
+18
+13% +$699 ﹤0.01% 360
2024
Q3 		$5.48K Hold
142
– – ﹤0.01% 316
2024
Q2 		$5.3K Buy
+142
New +$5.27K ﹤0.01% 315
2024
Q1 		– Sell
-140
Closed -$5.23K – 369
2023
Q4 		$5.23K Sell
140
-164
-54% -$5.72K ﹤0.01% 347
2023
Q3 		$10.4K Hold
304
– – ﹤0.01% 418
2023
Q2 		$12.1K Sell
304
-23
-7% -$965 ﹤0.01% 451
2023
Q1 		$14.3K Hold
327
– – ﹤0.01% 426
2022
Q4 		$15.6K Sell
327
-1,860
-85% -$84.2K ﹤0.01% 420
2022
Q3 		$90K Buy
2,187
+1,826
+506% +$88.5K ﹤0.01% 330
2022
Q2 		$17K Buy
361
+48
+15% +$2.23K ﹤0.01% 403
2022
Q1 		$16K Hold
313
– – ﹤0.01% 401
2021
Q4 		$17K Sell
313
-120
-28% -$5.83K ﹤0.01% 377
2021
Q3 		$20K Buy
+433
New +$21K ﹤0.01% 338

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WTRG Position: Q2 2026 in Review

Itau Unibanco Holding S.A. sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 171 shares — an estimated $6.89K sold.

Itau Unibanco Holding S.A. first reported a position in WTRG in Q3 2021 and held it in 18 quarters. The position peaked at $90K in Q3 2022. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Itau Unibanco Holding S.A. reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 171 Essential Utilities shares in Q2 2026, an estimated $6.89K.
  • Itau Unibanco Holding S.A. first reported a position in Essential Utilities in Q3 2021 and held it in 18 quarters.
  • Itau Unibanco Holding S.A.'s Essential Utilities position peaked at $90K in Q3 2022.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.