Madison Asset Management’s Itaú Unibanco ITUB Stock Holding History

Madison 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	$2.29M	Sell	280,063 -1,453	-0.5%	-$12K	0.03%	255
2026 Q1	$2.36M	Sell	281,516 -79,633	-22%	-$666K	0.03%	236
2025 Q4	$2.59M	Sell	361,149 -14,771	-4%	-$105K	0.03%	215
2025 Q3	$2.68M	Sell	375,920 -7,456	-2%	-$49.3K	0.03%	217
2025 Q2	$2.53M	Buy	383,376 +486	+0.1%	+$2.96K	0.03%	217
2025 Q1	$2.04M	Sell	382,890 -40,705	-10%	-$205K	0.02%	236
2024 Q4	$1.85M	Sell	423,595 -68,022	-14%	-$350K	0.02%	252
2024 Q3	$2.89M	Sell	491,617 -25,072	-5%	-$141K	0.03%	223
2024 Q2	$2.66M	Sell	516,689 -27,525	-5%	-$151K	0.03%	233
2024 Q1	$3.33M	Sell	544,214 -21,628	-4%	-$130K	0.04%	215
2023 Q4	$3.47M	Buy	565,842 +62,043	+12%	+$329K	0.05%	207
2023 Q3	$2.39M	Sell	503,799 -10,782	-2%	-$53.8K	0.04%	242
2023 Q2	$2.68M	Sell	514,581 -11,057	-2%	-$52.3K	0.04%	229
2023 Q1	$2.26M	Buy	525,638 +37,729	+8%	+$160K	0.03%	239
2022 Q4	$2.03M	Sell	487,909 -252,405	-34%	-$1.15M	0.03%	244
2022 Q3	$3.38M	Sell	740,314 -27,418	-4%	-$117K	0.06%	192
2022 Q2	$2.9M	Sell	767,732 -46,278	-6%	-$206K	0.05%	229
2022 Q1	$4.1M	Buy	814,010 +14,811	+2%	+$62.4K	0.06%	188
2021 Q4	$2.65M	Sell	799,199 -204,965	-20%	-$738K	0.03%	238
2021 Q3	$3.85M	Sell	1,004,164 -1,720	-0.2%	-$7.04K	0.05%	217
2021 Q2	$4.4M	Buy	1,005,884 +3,524	+0.4%	+$14.2K	0.06%	207
2021 Q1	$3.62M	Buy	+1,002,360	New	+$3.79M	0.05%	222

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

Madison Asset Management's ITUB Position: Q2 2026 in Review

Madison Asset Management reduced its Itaú Unibanco (ITUB) stake by 0.52% in Q2 2026, selling an estimated $12K and leaving 280,063 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #255.

Madison Asset Management first reported a position in ITUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.4M in Q2 2021. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Madison Asset Management held 280,063 shares of Itaú Unibanco worth $2.29M as of Q2 2026.
Madison Asset Management sold 1,453 Itaú Unibanco shares in Q2 2026, an estimated $12K.
Itaú Unibanco made up 0.03% of Madison Asset Management's portfolio in Q2 2026, its #255 holding.
Madison Asset Management first reported a position in Itaú Unibanco in Q1 2021 and has held it in 22 quarters since.
Madison Asset Management's Itaú Unibanco position peaked at $4.4M in Q2 2021.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.