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Meritage Portfolio Management’s Itaú Unibanco ITUB Stock Holding History

Meritage Portfolio 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
2025
Q4 		$2.37M Sell
330,447
-2,823
-0.8% -$20.1K 0.16% 153
2025
Q3 		$2.37M Sell
333,270
-572
-0.2% -$3.78K 0.16% 151
2025
Q2 		$2.2M Buy
+333,842
New +$2.04M 0.14% 157

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meritage Portfolio Management's ITUB Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Itaú Unibanco (ITUB) stake by 0.85% in Q4 2025, selling an estimated $20.1K and leaving 330,447 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #153.

Meritage Portfolio Management first reported a position in ITUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q3 2025. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

  • Meritage Portfolio Management held 330,447 shares of Itaú Unibanco worth $2.37M as of Q4 2025.
  • Meritage Portfolio Management sold 2,823 Itaú Unibanco shares in Q4 2025, an estimated $20.1K.
  • Itaú Unibanco made up 0.16% of Meritage Portfolio Management's portfolio in Q4 2025, its #153 holding.
  • Meritage Portfolio Management first reported a position in Itaú Unibanco in Q2 2025 and has held it in 3 quarters since.
  • Meritage Portfolio Management's Itaú Unibanco position peaked at $2.37M in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.