Mondrian Investment Partners’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $156K | Buy |
18,668
+2,197
| +13% | +$18.4K | ﹤0.01% | 81 |
|
|
2025
Q4 | $118K | Buy |
16,471
+3,806
| +30% | +$27.1K | ﹤0.01% | 84 |
|
|
2025
Q3 | $90.3K | Buy |
+12,665
| New | +$83.7K | ﹤0.01% | 82 |
|
|
2025
Q1 | $25.3M | Sell |
4,741,192
-50,284
| -1% | -$253K | 0.43% | 47 |
|
|
2024
Q4 | $24.5M | Sell |
4,791,476
-325,907
| -6% | -$1.68M | 0.41% | 50 |
|
|
2024
Q3 | $30M | Sell |
5,117,383
-454,347
| -8% | -$2.56M | 0.45% | 49 |
|
|
2024
Q2 | $29.6M | Sell |
5,571,730
-636,949
| -10% | -$3.49M | 0.46% | 50 |
|
|
2024
Q1 | $38M | Sell |
6,208,679
-10,946
| -0.2% | -$65.9K | 0.52% | 51 |
|
|
2023
Q4 | $38.2M | Sell |
6,219,625
-3,027,504
| -33% | -$16M | 0.6% | 49 |
|
|
2023
Q3 | $43.8M | Sell |
9,247,129
-3,649,689
| -28% | -$18.2M | 0.9% | 44 |
|
|
2023
Q2 | $67.2M | Sell |
12,896,818
-451,270
| -3% | -$2.13M | 1.34% | 34 |
|
|
2023
Q1 | $57.4M | Sell |
13,348,088
-582,860
| -4% | -$2.47M | 1.27% | 37 |
|
|
2022
Q4 | $57.9M | Sell |
13,930,948
-203,293
| -1% | -$924K | 1.28% | 40 |
|
|
2022
Q3 | $64.5K | Sell |
14,134,241
-3,037,263
| -18% | -$13M | 1.41% | 28 |
|
|
2022
Q2 | $64.9M | Sell |
17,171,504
-32,285
| -0.2% | -$143K | 1.35% | 34 |
|
|
2022
Q1 | $86.7M | Sell |
17,203,789
-465,157
| -3% | -$1.96M | 1.78% | 25 |
|
|
2021
Q4 | $58.5M | Sell |
17,668,946
-5,370,922
| -23% | -$19.3M | 1.16% | 34 |
|
|
2021
Q3 | $88.3M | Sell |
23,039,868
-1,379,535
| -6% | -$5.65M | 1.78% | 23 |
|
|
2021
Q2 | $107M | Sell |
24,419,403
-1,608,474
| -6% | -$6.48M | 2.04% | 23 |
|
|
2021
Q1 | $94.7M | Buy |
26,027,877
+2,027,818
| +8% | +$7.66M | 2.03% | 21 |
|
|
2020
Q4 | $106M | Buy |
24,000,059
+11,609,227
| +94% | +$43.4M | 2.63% | 7 |
|
|
2020
Q3 | $36.9M | Buy |
12,390,832
+800,938
| +7% | +$2.72M | 1.28% | 28 |
|
|
2020
Q2 | $39.6M | Sell |
11,589,894
-5,997,291
| -34% | -$19.5M | 1.42% | 26 |
|
|
2020
Q1 | $57.5M | Sell |
17,587,185
-8,390,386
| -32% | -$43M | 2.01% | 12 |
|
|
2019
Q4 | $173M | Sell |
25,977,571
-789,412
| -3% | -$4.95M | 4.55% | 6 |
|
|
2019
Q3 | $164M | Buy |
26,766,983
+289,217
| +1% | +$1.88M | 5.28% | 5 |
|
|
2019
Q2 | $181M | Sell |
26,477,766
-260,254
| -1% | -$1.64M | 5.79% | 3 |
|
|
2019
Q1 | $171M | Sell |
26,738,020
-996,868
| -4% | -$7.05M | 5.41% | 4 |
|
|
2018
Q4 | $184M | Sell |
27,734,888
-8,729,250
| -24% | -$56.1M | 6.77% | 3 |
|
|
2018
Q3 | $194M | Sell |
36,464,138
-6,728,736
| -16% | -$36.2M | 6.08% | 3 |
|
|
2018
Q2 | $217M | Buy |
43,192,874
+169,841
| +0.4% | +$1.06M | 6.35% | 4 |
|
|
2018
Q1 | $303M | Sell |
43,023,033
-3,096,988
| -7% | -$23.2M | 8.26% | 2 |
|
|
2017
Q4 | $291M | Buy |
46,120,021
+10,673,900
| +30% | +$68.1M | 7.08% | 2 |
|
|
2017
Q3 | $236M | Buy |
+35,446,121
| New | +$217M | 5.98% | 4 |
|
|
2013
Q3 | – | Sell |
-8,813,813
| Closed | -$41.5M | – | 93 |
|
|
2013
Q2 | $41.5M | Buy |
+8,813,813
| New | +$48M | 0.63% | 44 |
|
Other funds holding ITUB
OAG
WGI
Mondrian Investment Partners's ITUB Position: Q1 2026 in Review
Mondrian Investment Partners increased its Itaú Unibanco (ITUB) stake by 13% in Q1 2026, buying an estimated $18.4K and bringing the position to 18,668 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #81.
Mondrian Investment Partners first reported a position in ITUB in Q2 2013 and has held it in 35 quarters since. The position peaked at $303M in Q1 2018. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.
- Mondrian Investment Partners held 18,668 shares of Itaú Unibanco worth $156K as of Q1 2026.
- Mondrian Investment Partners bought 2,197 Itaú Unibanco shares in Q1 2026, an estimated $18.4K.
- Itaú Unibanco made up ﹤0.01% of Mondrian Investment Partners's portfolio in Q1 2026, its #81 holding.
- Mondrian Investment Partners first reported a position in Itaú Unibanco in Q2 2013 and has held it in 35 quarters since.
- Mondrian Investment Partners's Itaú Unibanco position peaked at $303M in Q1 2018.
- 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.
Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.