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 Q2	$183K	Sell	22,272 -29	-0.1%	-$240	﹤0.01%	1154
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 $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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's ITUB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Itaú Unibanco (ITUB) stake by 0.13% in Q2 2026, selling an estimated $240 and leaving 22,272 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Mount Yale Investment Advisors first reported a position in ITUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $187K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Mount Yale Investment Advisors held 22,272 shares of Itaú Unibanco worth $183K as of Q2 2026.
Mount Yale Investment Advisors sold 29 Itaú Unibanco shares in Q2 2026, an estimated $240.
Itaú Unibanco made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1154 holding.
Mount Yale Investment Advisors first reported a position in Itaú Unibanco in Q4 2023 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Itaú Unibanco position peaked at $187K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.