JGP Global Gestao de Recursos’s Itaú Unibanco ITUB Stock Holding History

JGP Global Gestao de Recursos’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	$1.37M	Buy	+167,800	New	+$1.39M	3.02%	9
2024 Q4	–	Sell	-224,217	Closed	-$1.32M	–	45
2024 Q3	$1.32M	Buy	+224,217	New	+$1.26M	2.57%	8
2024 Q2	–	Sell	-19,808	Closed	-$121K	–	48
2024 Q1	$121K	Buy	+19,808	New	+$119K	0.08%	49
2023 Q4	–	Sell	-30,332	Closed	-$144K	–	57
2023 Q3	$144K	Sell	30,332 -26,381	-47%	-$132K	0.09%	49
2023 Q2	$295K	Buy	56,713 +42,550	+300%	+$201K	0.21%	49
2023 Q1	$3.81M	Sell	14,163 -10,066	-42%	-$42.7K	3.95%	7
2022 Q4	$101K	Buy	24,229 +10,066	+71%	+$45.7K	0.07%	56
2022 Q3	$65K	Buy	+14,163	New	+$60.4K	0.05%	49
2021 Q3	–	Sell	-48,102	Closed	-$210K	–	83
2021 Q2	$210K	Sell	48,102 -230,887	-83%	-$931K	0.07%	65
2021 Q1	$1.01M	Buy	+278,989	New	+$1.05M	0.62%	18
2018 Q1	–	Sell	-206,149	Closed	-$1.3M	–	20
2017 Q4	$1.3M	Buy	+206,149	New	+$1.32M	0.63%	11

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

JGP Global Gestao de Recursos's ITUB Position: Q2 2026 in Review

JGP Global Gestao de Recursos opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 167,800 shares worth $1.37M. The stake represents 3.02% of the portfolio and ranks #9 among its holdings. This is a return to the name: JGP Global Gestao de Recursos previously reported a position in ITUB as recently as Q3 2024.

JGP Global Gestao de Recursos first reported a position in ITUB in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.81M in Q1 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

JGP Global Gestao de Recursos held 167,800 shares of Itaú Unibanco worth $1.37M as of Q2 2026.
Itaú Unibanco was a new JGP Global Gestao de Recursos position in Q2 2026.
Itaú Unibanco made up 3.02% of JGP Global Gestao de Recursos's portfolio in Q2 2026, its #9 holding.
JGP Global Gestao de Recursos first reported a position in Itaú Unibanco in Q4 2017 and has held it in 11 quarters since.
JGP Global Gestao de Recursos's Itaú Unibanco position peaked at $3.81M in Q1 2023.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q2 2026, filed 20 Jul 2026.