LVW Advisors’s Itaú Unibanco ITUB Stock Holding History

LVW Advisors’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	–	Sell	-11,605	Closed	-$97.3K	–	481
2026 Q1	$97.3K	Buy	+11,605	New	+$97.1K	0.01%	432

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

LVW Advisors's ITUB Position: Q2 2026 in Review

LVW Advisors sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 11,605 shares — an estimated $97.3K sold.

LVW Advisors first reported a position in ITUB in Q1 2026 and held it in 1 quarter. The position peaked at $97.3K in Q1 2026. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

LVW Advisors reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
LVW Advisors sold 11,605 Itaú Unibanco shares in Q2 2026, an estimated $97.3K.
LVW Advisors first reported a position in Itaú Unibanco in Q1 2026 and held it in 1 quarter.
LVW Advisors's Itaú Unibanco position peaked at $97.3K in Q1 2026.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.