MWM
ITUB icon

Moran Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Moran Wealth 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 		$8.45M Buy
1,034,027
+22,678
+2% +$188K 0.23% 144
2026
Q1 		$8.48M Buy
1,011,349
+94,609
+10% +$792K 0.26% 130
2025
Q4 		$6.56M Buy
916,740
+43,870
+5% +$312K 0.2% 153
2025
Q3 		$6.22M Buy
872,870
+19,767
+2% +$131K 0.19% 146
2025
Q2 		$5.62M Buy
853,103
+4,634
+0.5% +$28.2K 0.17% 164
2025
Q1 		$4.53M Buy
848,469
+43,883
+5% +$221K 0.15% 190
2024
Q4 		$3.52M Sell
804,586
-54,995
-6% -$283K 0.11% 209
2024
Q3 		$5.05M Sell
859,581
-5,765
-0.7% -$32.5K 0.16% 169
2024
Q2 		$4.46M Buy
865,346
+3,208
+0.4% +$17.6K 0.15% 180
2024
Q1 		$5.27M Sell
862,138
-17,731
-2% -$107K 0.17% 167
2023
Q4 		$5.39M Buy
+879,869
New +$4.66M 0.19% 152

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moran Wealth Management's ITUB Position: Q2 2026 in Review

Moran Wealth Management increased its Itaú Unibanco (ITUB) stake by 2.2% in Q2 2026, buying an estimated $188K and bringing the position to 1,034,027 shares worth $8.45M. The position accounts for 0.23% of the portfolio, ranked #144.

Moran Wealth Management first reported a position in ITUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q1 2026. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Moran Wealth Management held 1,034,027 shares of Itaú Unibanco worth $8.45M as of Q2 2026.
  • Moran Wealth Management bought 22,678 Itaú Unibanco shares in Q2 2026, an estimated $188K.
  • Itaú Unibanco made up 0.23% of Moran Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Moran Wealth Management first reported a position in Itaú Unibanco in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Itaú Unibanco position peaked at $8.48M in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.