Mount Yale Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Mount Yale Investment Advisors’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	$187K	Buy	+22,301	New	+$187K	﹤0.01%	1063
2025 Q3	–	Sell	-15,241	Closed	-$100K	–	1132
2025 Q2	$100K	Buy	15,241 +342	+2%	+$2.08K	0.01%	659
2025 Q1	$79.6K	Buy	14,899 +1,966	+15%	+$9.89K	0.01%	526
2024 Q4	$56.6K	Buy	+12,933	New	+$66.5K	﹤0.01%	538
2024 Q3	–	Sell	-12,992	Closed	-$67K	–	578
2024 Q2	$67K	Sell	12,992 -1,423	-10%	-$7.79K	0.01%	528
2024 Q1	$88.2K	Buy	14,415 +226	+2%	+$1.36K	0.01%	526
2023 Q4	$87K	Buy	+14,189	New	+$75.2K	0.01%	487

Other funds holding ITUB

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

OAG

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

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

WGI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's ITUB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Itaú Unibanco (ITUB) in Q1 2026: 22,301 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ITUB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ITUB in Q4 2023 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Mount Yale Investment Advisors held 22,301 shares of Itaú Unibanco worth $187K as of Q1 2026.
Itaú Unibanco was a new Mount Yale Investment Advisors position in Q1 2026.
Itaú Unibanco made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1063 holding.
Mount Yale Investment Advisors first reported a position in Itaú Unibanco in Q4 2023 and has held it in 7 quarters since.
388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.