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ITUB icon

NewEdge Advisors’s Itaú Unibanco ITUB Stock Holding History

NewEdge 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 		$95.2K Sell
11,360
-728
-6% -$6.09K ﹤0.01% 2767
2025
Q4 		$86.5K Sell
12,088
-579
-5% -$4.12K ﹤0.01% 2805
2025
Q3 		$90.3K Buy
12,667
+825
+7% +$5.45K ﹤0.01% 2633
2025
Q2 		$78.1K Sell
11,842
-1,307
-10% -$7.97K ﹤0.01% 2510
2025
Q1 		$70.2K Sell
13,149
-63,274
-83% -$318K ﹤0.01% 2416
2024
Q4 		$335K Buy
76,423
+15,506
+25% +$79.8K ﹤0.01% 1821
2024
Q3 		$358K Sell
60,917
-7,611
-11% -$42.9K ﹤0.01% 1685
2024
Q2 		$353K Buy
68,528
+45,601
+199% +$250K ﹤0.01% 1629
2024
Q1 		$140K Buy
22,927
+138
+0.6% +$831 ﹤0.01% 1953
2023
Q4 		$140K Buy
22,789
+923
+4% +$4.89K ﹤0.01% 1830
2023
Q3 		$104K Buy
21,866
+18,174
+492% +$90.6K ﹤0.01% 1823
2023
Q2 		$19.2K Buy
3,692
+143
+4% +$676 ﹤0.01% 2394
2023
Q1 		$15.3K Sell
3,549
-20,459
-85% -$86.7K ﹤0.01% 2430
2022
Q4 		$6.02K Buy
24,008
+6,956
+41% +$31.6K ﹤0.01% 2530
2022
Q3 		$78K Buy
17,052
+885
+5% +$3.77K ﹤0.01% 1471
2022
Q2 		$61K Buy
+16,167
New +$71.8K ﹤0.01% 1500

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
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
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return