LWAM
ITUB icon

Legacy Wealth Asset Management’s Itaú Unibanco ITUB Stock Holding History

Legacy Wealth Asset Management’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 		$818K Sell
100,173
-1,766
-2% -$14.6K 0.18% 159
2026
Q1 		$854K Sell
101,939
-1,483
-1% -$12.4K 0.21% 146
2025
Q4 		$741K Sell
103,422
-1,860
-2% -$13.2K 0.18% 174
2025
Q3 		$750K Buy
105,282
+1,120
+1% +$7.4K 0.18% 173
2025
Q2 		$687K Sell
104,162
-681
-0.6% -$4.15K 0.17% 173
2025
Q1 		$560K Buy
104,843
+2,721
+3% +$13.7K 0.15% 221
2024
Q4 		$447K Sell
102,122
-1,196
-1% -$6.15K 0.12% 253
2024
Q3 		$606K Sell
103,318
-248
-0.2% -$1.4K 0.16% 207
2024
Q2 		$534K Buy
103,566
+1,986
+2% +$10.9K 0.15% 215
2024
Q1 		$621K Sell
101,580
-3,279
-3% -$19.7K 0.17% 182
2023
Q4 		$643K Buy
104,859
+94
+0.1% +$498 0.21% 156
2023
Q3 		$497K Sell
104,765
-15,253
-13% -$76.1K 0.18% 197
2023
Q2 		$625K Sell
120,018
-1,936
-2% -$9.15K 0.22% 154
2023
Q1 		$524K Buy
121,954
+10,070
+9% +$42.7K 0.19% 183
2022
Q4 		$465K Buy
111,884
+400
+0.4% +$1.82K 0.18% 195
2022
Q3 		$509K Buy
111,484
+45,809
+70% +$195K 0.22% 161
2022
Q2 		$248K Buy
65,675
+1,651
+3% +$7.33K 0.1% 259
2022
Q1 		$323K Sell
64,024
-145,352
-69% -$612K 0.12% 243
2021
Q4 		$693K Sell
209,376
-10,835
-5% -$39K 0.23% 156
2021
Q3 		$844K Buy
220,211
+36,998
+20% +$151K 0.39% 98
2021
Q2 		$801K Sell
183,213
-2,867
-2% -$11.6K 0.36% 110
2021
Q1 		$672K Buy
186,080
+89,414
+92% +$338K 0.31% 138
2020
Q4 		$428K Buy
+96,666
New +$362K 0.22% 181

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return