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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return