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Naviter Wealth’s Itaú Unibanco ITUB Stock Holding History

Naviter Wealth’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 		$830K Buy
99,882
+21,689
+28% +$180K 0.08% 184
2026
Q1 		$661K Buy
78,193
+6,477
+9% +$54.2K 0.08% 186
2025
Q4 		$514K Sell
71,716
-5,747
-7% -$40.9K 0.07% 198
2025
Q3 		$552K Buy
77,463
+7,527
+11% +$49.7K 0.06% 190
2025
Q2 		$462K Buy
+69,936
New +$426K 0.06% 198

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

Naviter Wealth's ITUB Position: Q2 2026 in Review

Naviter Wealth increased its Itaú Unibanco (ITUB) stake by 28% in Q2 2026, buying an estimated $180K and bringing the position to 99,882 shares worth $830K. The position accounts for 0.08% of the portfolio, ranked #184.

Naviter Wealth first reported a position in ITUB in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Naviter Wealth held 99,882 shares of Itaú Unibanco worth $830K as of Q2 2026.
  • Naviter Wealth bought 21,689 Itaú Unibanco shares in Q2 2026, an estimated $180K.
  • Itaú Unibanco made up 0.08% of Naviter Wealth's portfolio in Q2 2026, its #184 holding.
  • Naviter Wealth first reported a position in Itaú Unibanco in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.